Click here to advance to Portfolio-Designs.com

Magnify You RIA Tools and Discover the Beauty of Specialization & Leading Edge Resources.

Portfolio-Designs, a product of Green Investment Management, Inc., is a unified managed account (UMA) platform offering smaller advisory firms the power and flexibility found in proprietary platforms used at large institutions. It includes:

  • Strategy Recommendation Tools
  • Personalized Investment Policy Statements
  • Privately Labeled Web Reporting
  • Advisor Training & Marketing Assistance

For more information about Portfolio-Designs and/or a web-based demo, contact Gary Gale at 1-800-950-8005 extenstion 115 or info@PortfolioDesigns.com.

Click here to advance to Portfolio-Designs.comGreen Investment Management, Inc.