Greenstar Advisors

Overview

Greenstar Advisors is an independent, individual-owned RIA that manages portfolios primarily for individual and family clients. The firm runs a fee-for-service model charged as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for business or institutional clients, and educational seminars. Their stated investment preference is equities, and their filings show an equity-heavy approach with active management of separately managed accounts. The adviser does not position itself as an ESG-focused manager, and it operates on a single-state basis rather than as a multi-state or pension consultant. The business model emphasizes ongoing advisory relationships with a concentrated client roster rather than a broad retail footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices