Green Investment Management, Inc.

In 1984, Byron D. Green registered Green Investment Management, Inc. (GIM) with the SEC. He had a vision to use his background as a stockbroker and computer programmer to develop flexible models and strategies that could better withstand bear markets, while maintaining solid returns during bull markets. A central theme to most of GIM’s portfolio strategies is broad asset class diversification consistent with Modern Portfolio Theory.

Byron began to extensively research the markets and test his findings. After weathering the storm of the market collapse in 1987, he began to offer his management services, through GIM, to other investment representatives on a fee basis. In 1990, GIM began tracking its performance, providing a GIPS(formerly AIMR) compliant track record.

Byron continues to operate as President and lead portfolio manager and has added a portfolio management team to give depth to research and development and to provide additional expertise to GIM’s various strategies. Since the establishment of GIM over two decades ago, we have made significant enhancements to our capabilities to monitor and manage risk – but our primary goal has always remained the same, to supervise our client's portfolios and monitor the markets daily, so that they don’t have to.

What is GIM's Methodology?

Proper diversification and regular portfolio maintenance are always our first line of defense; however, our methodology takes that one step further. GIM employs a disciplined management style that seeks better risk-adjusted returns by actively departing from the normal “strategic” target mix of each portfolio (i.e., the designated blend of stocks, bonds and cash). These departures from the strategic mix are confined within “tactical” ranges, which are minimum and maximum exposures that have been predetermined for each portfolio.

This blend of strategic and tactical styles of management distinguishes GIM from many managers. We have the flexibility to take advantage of “fat pitches” (i.e., unusually attractive opportunities that may present themselves in short-term environments) or to reduce exposure to overpriced segments of the markets, while simultaneously maintaining a diversified framework for the portfolio as a whole. Once the risks or opportunities pass, GIM will return the portfolio to its original strategic asset mix.