Greenerbucks

Overview

Greenerbucks is a small corporation that provides portfolio management to individuals and small businesses. The firm is owner-operated and targets individual and family clients rather than institutions or pension plans. Its advisory model is built around percentage-of-assets fees and it also charges performance-based fees. Greenerbucks does not identify as an active ESG investor, and it is not structured as a multi-state adviser or a capital allocator. Advisory activity is centered on direct portfolio management for individual and small-business clients. The firm's business profile suggests hands-on management of a very small client base rather than a scaled wealth-management or institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives