Green Investment Management manages investment portfolios and provides discretionary asset management services for individuals, retirement plans, trusts, and other entities. Founded in 1984 and based in Fort Worth, Texas, Green Investment Management specializes in building customized portfolios using a broad selection of asset allocation strategies, referred to as models. These models are diversified across domestic and international equities, fixed income, cash equivalents, and alternative assets. Green Investment Management employs a blend of fundamental, technical, and quantitative analysis to manage portfolios according to each client's individual needs, goals, and risk tolerance. The firm also utilizes an outside strategist to provide recommendations for certain model options, while retaining final decision-making authority. Clients typically access their investments through custodial accounts held at independent institutions such as Charles Schwab or Axos Advisor Services. In addition to investment management, Green Investment Management provides periodic market commentaries and educational resources to help clients navigate changing economic conditions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Rates shown represent the GIM Guardian Models schedule. Green Investment Management offers multiple models with varying fee schedules, including GIM Cash Plus (0.25%), Confident Retirement Plan (0.50%), Tax-Aware Models (0.35% to 0.55%), Saratoga Models (0.40% to 0.65%), Strategic Global Models (0.35% to 0.50%), and Annuities (0.50% to 1.00%).