More Than 30 Years of History – Green Investment Management, Inc. (“GIM”) has been working closely with financial professionals and clients to provide traditional and alternative investment management solutions for more than 30 years. As a privately owned corporation based in Fort Worth, Texas, we have earned a reputation for conservative management and dedication to service.
Risk Management – Our risk-sensitive investment philosophy has enabled GIM to develop a broad array of successful investment strategies, ranging from diversified global asset allocations that may function as a client’s core holding, to more focused strategies that may serve as a complementary addition in client portfolios.
Experience – In 2001, GIM was one of the early proponents of using exchange traded funds (ETF’S) as a way to reduce portfolio costs and enhance tax efficiency. In the fall of 2008, GIM was included in the premier issue of iShares Connect: The Guide to ETF Investment Strategists. The iShares Connect program serves as a resource for financial advisors to identify third-party managers offering ETF-based portfolios. Through it GIM has gained additional market recognition as one of the more experienced ETF strategists and is a critical part of our firm’s history.
UMAs – In 2009, we introduced a web-based Unified Managed Account (UMA) platform. The platform provides access to many of GIM’s managed investment strategies in addition to investment models guided by outside strategists such as Saratoga Capital Management and UBS Global Asset Management.
Broad Acceptance – In early 2012, GIM was invited to join Placemark Investments’ UMA investment platform. We accepted and now offer several of our strategies on the platform which gives representatives access to GIM strategies through major custodial firms such as TD Ameritrade, Pershing, Charles Schwab and Fidelity.
In mid-2013, Envestnet Asset Management, a leading provider of integrated portfolio solutions, accepted GIM onto its UMA platform, further expanding the availability of our strategies to independent broker-dealer firms across the country.
Expanding Offerings – GIM’s original focus on equity management that began three decades ago has expanded to include a wide range of global investment solutions. Today, we offer strategies designed for broad-based global asset allocation, fixed-income solutions, exposure to emerging markets and long-short commodity positions.