GIM is a fee based money manager. Working in concert with your independent advisor, we manage every part of the investment process for you, including account setup, transfers from existing accounts and asset allocation. Our investment approach focuses on risk management and is designed for investors who place greater emphasis on principal preservation but still want opportunities for growth.

Our goal is to offer unmatched service. As a client, you’ll work with your independent advisor who together with GIM will provide you with personalized attention tailored to your specific investing needs. If you do not currently work with an advisor, please let us know and we will put you in contact with a highly qualified person.

GIM has been the preferred choice of clients for over three decades due to the following reasons:

  1. Proven Performance History: With a track record spanning over 39 years, we have effectively managed client portfolios, giving you the assurance of our extensive experience and tangible results.
  2. Active Strategies to Adapt to Dynamic Markets: Our investment strategies are actively managed to strike a balance between seizing opportunities and mitigating risks in rapidly changing markets.
  3. Tailored Solutions for Income-Oriented Clients: Whether it’s retirement income or other income needs, we offer tailored solutions to cater to clients seeking consistent and reliable income.
  4. Competitive Fee-only Management: Our compensation is directly tied to the assets we manage for you, as we charge a fee based on the assets under our management. This alignment ensures that our success is intertwined with yours, reinforcing our commitment to act in your best interests.

You have the flexibility to access our allocations through various custodians, and it’s possible that one may align better with your specific requirements. Feel free to discuss Green Investment Management, Inc. with your advisor, or you can directly reach out to us via phone at 817-335-1178 or email us at We’ll be more than happy to provide you with detailed information about the available options to suit your needs.

Take the Next Step: Contact Us Today
Call 1-800-950-8004

We can answer any questions you have.