Green Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,614,793
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
129
16% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
129
Very HighAverage account size
$524,146
About
Green Investment Management, Inc. provides discretionary investment management to a range of clients including individuals, retirement plans, trusts, charitable organizations, corporations, and other registered investment advisers. It delivers services through a model-based program in which it acts as Program Manager and as a direct Strategist for certain models, implementing portfolios through qualified custodians such as Charles Schwab and AXOS.
GIM emphasizes asset allocation as the primary determinant of long-term returns and manages its Models using a blend of fundamental, technical, and quantitative analysis with strategic targets and tactical ranges. Offerings span tax-aware and strategic global Models as well as more specialized strategies — including defined‑maturity bond “Income Bucket” approaches, Buffer ETF managed‑risk strategies, disruptive‑technology and cryptocurrency ETF Models — and some Models are offered with recommendations from an outside strategist while GIM retains final authority.
Compared with many peers, GIM serves other investment adviser firms as clients and continues to maintain periodic communications for clients and advisers, including a Market Commentary newsletter and model-level performance and risk/return comparisons made available to investors. The firm also discloses legacy solicitor and revenue‑sharing arrangements and oversight of outside‑strategist Models, factors that may affect how certain models are offered and reviewed.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Impersonal advisory services through non-exclusive licenses granted to independent companies to offer our investment strategies.
Impersonal advisory services through non-exclusive licenses granted to independent companies to offer our investment strategies.
Expertise
Active portfolio management
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $250,000: 0.25% (Confident Cash Plus) $250,001 - $500,000: 0.25% (Confident Cash Plus) $500,001 - $1,000,000: 0.25% (Confident Cash Plus) $1,000,001 - $5,000,000: 0.25% (Confident Cash Plus) $5,000,001+: 0.25% (Confident Cash Plus) $0 - $250,000: 0.50% (GIM Retirement Plan Models) $250,001 - $500,000: 0.50% (GIM Retirement Plan Models) $500,001 - $1,000,000: 0.50% (GIM Retirement Plan Models) $1,000,001 - $5,000,000: 0.50% (GIM Retirement Plan Models) $5,000,001+: 0.50% (GIM Retirement Plan Models) $0 - $250,000: 0.95% (GIM Guardian Models) $250,001 - $500,000: 0.85% (GIM Guardian Models) $500,001 - $1,000,000: 0.75% (GIM Guardian Models) $1,000,001 - $5,000,000: 0.50% (GIM Guardian Models) $5,000,001+: 0.50% (GIM Guardian Models) $0 - $250,000: 0.55% (GIM Tax-Aware Models) $250,001 - $500,000: 0.55% (GIM Tax-Aware Models) $500,001 - $1,000,000: 0.45% (GIM Tax-Aware Models) $1,000,001 - $5,000,000: 0.40% (GIM Tax-Aware Models) $5,000,001+: 0.35% (GIM Tax-Aware Models) $0 - $250,000: 0.65% (Saratoga Models) $250,001 - $500,000: 0.65% (Saratoga Models) $500,001 - $1,000,000: 0.55% (Saratoga Models) $1,000,001 - $5,000,000: 0.45% (Saratoga Models) $5,000,001+: 0.40% (Saratoga Models) $0 - $250,000: 0.50% (GIM Strategic Global Models) $250,001 - $500,000: 0.50% (GIM Strategic Global Models) $500,001 - $1,000,000: 0.40% (GIM Strategic Global Models) $1,000,001 - $5,000,000: 0.50% (GIM Strategic Global Models) $5,000,001+: 0.50% (GIM Strategic Global Models) $0 - $250,000: 1.00% (Annuities) $250,001 - $500,000: 1.00% (Annuities) $500,001 - $1,000,000: 0.75% (Annuities) $1,000,001 - $5,000,000: 0.50% (Annuities) $5,000,001+: 0.50% (Annuities)
Account minimum: $25,000 Fee-only: 100% of compensation derived from management fees; no commissions or sales charges accepted.
Main office location
Green Investment Management, Inc.
500 West 7 Th Street, Suite 827
Fort Worth TX 76102, United States
Number of offices
1
Most active in
Green Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")