Green Investment Strategies, Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,230,000
Clients
7
43% high-net worth
Advisors
1
of 1 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
7
Very LowAverage account size
$1,032,857
About
Green Investment Strategies provides ongoing portfolio management and investment advisory services to individuals, including high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and advises on a broad set of securities — mutual funds, ETFs, fixed income, real estate funds/REITs, non‑U.S. securities, commodities, private placements, and venture capital — and may direct clients to third‑party money managers for implementation.
The firm’s investment approach is informed by Modern Portfolio Theory, emphasizes long‑term trading and documented risk‑tolerance profiles, and includes monthly account reviews with custodian‑provided reporting. Green operates primarily on a non‑discretionary basis, so clients retain final approval over transactions, and the adviser facilitates relationships with external managers rather than exercising trading discretion.
Noteworthy aspects disclosed in the brochure include that virtually all reported assets are non‑discretionary and that the firm directs clients to third‑party advisers with negotiated fee‑sharing arrangements. The firm also requires clients to use specified custodians (including Schwab Institutional and Citizen Mint Advisors) and discloses receipt of research and other soft‑dollar benefits from custodians, creating potential conflicts that Green states it monitors.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Real estate investing
Passive / index investing
Fee options
1.00% annually
Main office location
Green Investment Strategies, Incorporated
Rydal PA, United States
Number of offices
2
Most active in
Green Investment Strategies, Incorporated has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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
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")