Greenport Capital Advisors

GreenPort Capital Advisors provides personalized investment management and comprehensive financial planning and consulting to individuals (including high-net-worth and non‑HNW clients), trusts, estates and charitable entities. The firm’s two-advisor team manages approximately $115.6 million across about 68 client relationships and generally requires a $1,000,000 relationship size (waivers may be granted).

The firm describes an investment approach focused on seeking good risk‑adjusted returns with a long‑term perspective, using broadly diversified portfolios and active attention to both explicit costs and tax implications. GreenPort’s process begins with detailed data gathering and ongoing discretionary monitoring, and it employs a mix of fundamental analysis alongside charting/technical and cyclical analysis, with both short‑ and long‑term trading approaches available.

What distinguishes GreenPort among supported firms is its explicit use of technical and cyclical methods in addition to fundamental research, and the fact that all reported assets are managed on a discretionary basis by the small advisory team. The firm also operates without receiving third‑party sales compensation and leaves proxy voting authority with clients rather than voting proxies on their behalf.