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Performance & Literature

Literaturegreeninvest2021-08-10T08:49:02-05:00

Brochures

GIM Brochure
GIM Form ADV Part 2
Guardian Fixed Income Brochure
Blueprint for a Confident Retirement

Performance

GIM Performance Summary

Guardian Allocations
Fixed Income Allocation
Confident Retirement Plan Income
Balanced Income Allocation (30/70)
Balanced Retirement Income
Conservative Balanced Allocation (50/50)
Balanced Allocation (60/40)
Balanced Growth Allocation (75/25)
Balanced Mosaic Allocation
Global Stock Allocation
Equity Mosaic Allocation
Sector Allocation
Country Allocation
Alternatives Allocation

Strategic Allocations
Global Balanced
Global Balanced Tax Aware

GIM Allocations
Tax Free Bond
Tax Aware 50-50
Tax Aware 60-40
Tax Aware 75-25

Saratoga Allocations
Dynamic Moderate Balanced
Dynamic Aggressive Balanced

Illustrations

Law of Losing

Axos Advisor Services

Axos Getting to Know Your Custodian
Axos Account Protection Coverage
Axos Organizational Summary
Axos-Clearing Privacy Notice
Axos-Clearing Business Continuity Plan

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Literature
Green Investment Management, Inc.

Green Investment Management, Inc. ("GIM") serves financial professionals and their clients primarily through separate account and wealth management platforms.

This website is intended for investment professional and current clients' use. If you are an individual investor not yet working with GIM, we direct you to speak with your investment advisor regarding if GIM is right for you.

Green Investment Management, Inc. is registered in the States of Texas, Maryland and California.

Click here to read disclosures
Copyright © Green Investment Management, Inc. All rights reserved.
500 W 7th St Ste 827, Fort Worth, TX 76102
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