Green River manages client investment portfolios by

  1. Harnessing today’s robust digital technology,
  2. Accessing high quality independent sources of market information, and most important,
  3. Leveraging its alignment with partners Cambridge Investment Research, Inc. and Fidelity Clearing and Custody Solutions.

How our investment partners fit into the pictureCambridge Investment Research, Inc. is an independent, privately-controlled broker-dealer with over $100 billion in assets under management, more than 880 home office associates, and over 3,300 independent registered representatives serving hundreds of thousands of investing clients across the United States. Cambridge is an independent broker-dealer for financial professionals striving to offer unbiased investment advice to investing clients. They are among the nation’s top independent broker-dealers and are fully devoted to four core values of integrity, commitment, flexibility and kindness.

Cambridge has been honored as ‘Broker Dealer of the Year’ for 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine; and was ranked 10th in the ‘2016 FP50 IBD Revenue Growth’ by the FinancialPlanning magazine.  See their site for more information.

Fidelity Clearing and Custody Solutions serves as the custodian and trading platform for Green River client accounts. FCCS provides the safety and security our clients deserve. Through the Wealthport state-of-the-art trading platform, clients can access their password protected account portal, 24 hours a day, seven days a week. A history of all transactions may be accessed on this site, as well as monthly statements going back to account inception. Fidelity Clearing & Custody Solutions has $2.1 Trillion in AUA and services more than 3,900 clients and about 7 million accounts.1

See their site for more information.

It is important to note that neither organization offers proprietary investment products. Green River upholds the Certified Financial Planner Board of Standards Fiduciary standard, always putting the client’s interest first. In particular, we avoid the conflicts of interest that can arise all too easily when affiliated with an organization that expects its employees to market proprietary investment products.

  1. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.