GREEN FINANCIAL MANAGEMENT, LLC

Overview

Green Financial Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage, positioning itself to coordinate investment portfolios alongside insurance and annuity solutions. Client relationships are predominantly discretionary, indicating the firm regularly makes portfolio decisions on behalf of clients under advisory agreements. Investment activity centers on liquid public funds — chiefly mutual funds — supplemented by allocations to third-party alternative managers. The firm does not present itself as an active ESG investor and serves a client base of individuals and families rather than institutional pension plans. Given its owner-type structure as an individually owned LLC, decision-making and manager selection appear centralized, with an emphasis on outsourcing specialized alternative strategies to external managers.

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Investments & Alternatives

Location & Offices