GREEN INVESTMENT MANAGEMENT, INC.

Overview

Green Investment Management, Inc. is a small, privately owned corporate RIA that manages portfolios for both individuals/families and institutional clients. The firm charges on a percentage-of-assets basis and provides a range of advisory services that include portfolio management for individuals and small businesses, portfolio management for institutions, selection of third‑party advisers, and the publication of periodic newsletters. Green Investment Management identifies as a capital allocator and is not an active ESG investor. Investment activity is concentrated toward publicly traded equities, with the firm showing a clear preference for exchange‑traded instruments as core building blocks. The adviser also uses third‑party managers for select strategies and publishes materials that likely inform clients and prospects about its market views and portfolio positioning. Green Investment Management operates as a single‑state advisor rather than a multi‑state RIA.

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Location & Offices