GREEN & DECKERT LLC

Overview

Green & Deckert LLC operates as a fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses while also providing pension consulting services. The firm pairs traditional wealth management with insurance-brokerage capabilities, which lets advisers integrate insurance solutions into financial plans and retirement consulting. Investment activity is centered on pooled public vehicles — primarily mutual funds — supplemented by selective allocations to third-party real estate managers when clients require alternative exposure. The firm is not an active ESG investor and does not present itself as a multi-state advisory platform. Green & Deckert serves both individual/family and institutional clients and charges a percentage-of-AUM fee. Its advisory workflow emphasizes model-driven public fund exposures for core allocations and uses external managers for private real estate where appropriate. The firm lists an accounting affiliation among its industry relationships, which typically supports tax-aware planning and reporting for client portfolios.

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