A considerate approach to managing your money. We are incorporated in the state of California and registered as an Investment Adviser providing a fiduciary standard advisory service for investors. We work with Interactive Brokers LLC and Charles Schwab and Co,. Inc as custodians and brokers to provide access to global markets as well as cutting edge data technology.
In 2024 many people take great care of their health including exercise and nutrition. Also, a lot of people want to contribute to a world that provides a cleaner environment and a more just society. You can use capital in a way that is more in harmony with your ideals. We will help you plan for your future by investing in businesses that acknowledge that take responsibility for their impact on the environment and the society of which they are part.
Do you want access to long term ethical investment advice?
We set up and advise on brokerage accounts tailored to meet your goals and attitude to risk. We advise on the selection of individual equities (shares) and bonds as well as ETFS and mutual funds. If it is suitable for a client, accounts can include margin facility and access to options and other specialist products such as futures and FX. Our advisory services include retirement accounts: IRAs, Rollover and Roth IRAS. 529 plans. Your assets are kept at Interactive Brokers LLC which currently has more than 2 million clients worldwide. We chose Interactive because of the access they provide to global markets, efficiency of execution and competitive costs and interest rates.
Information on this website is provided for information about Greenerbucks Inc. but does not constitute investment advice or recommendation about the purchase of securities or financial planning Brokerage and custodial services can be provided by Interactive Brokers upon the successful completion and approval of a new client application for a brokerage account and subsequently Greenerbucks can provide advice on the purchase of securities in accordance with the description of services and fees in the brochure https://greenerbucks.com/brochure/
Greenerbucks is an approved investment adviser CRD 324622 https://adviserinfo.sec.gov/
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Please note that content on this website should not be understood as advice to buy, sell or hold securities or take any action with regard to financial assets. Greenerbucks and its representative(s) act strictly to a fiduciary standard regarding financial advice and do not act as broker. Brokerage and custodian services are provided by Interactive Brokers LLC. Please see our brochure https://greenerbucks.com/brochure/ for more details. https://brokercheck.finra.org
Greenerbucks 