Green Investment Strategies, Incorporated

Overview

Green Investment Strategies, Incorporated is a small, individually owned advisory firm focused on serving high-net-worth individuals and families and a limited number of small-business clients. The firm provides portfolio management and acts as a capital allocator, outsourcing portions of implementation by selecting other advisers and external managers. Its fee model is a percentage of assets under management, and it operates primarily on a non-discretionary basis, meaning clients retain final trading authority while the firm provides advice and manager selection. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser. Given its organizational profile and service list, Green Investment Strategies appears to run a boutique model: concentrated client relationships, hands-on manager selection, and a tilt toward privately placed or third‑party managed strategies rather than broad public-market active trading.

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Location & Offices