We manage accounts for institutional consultants, family offices, wealth advisors, and clients on the following platforms. In addition, we believe strongly in democratizing access to our institutional-quality investment portfolios, and we’re big fans of the power of choice, so we are happy to build relationships and setup access to our portfolios on additional platforms at an advisor’s or client’s request.
Please note that when you access your custodian via the following links, you are leaving our website. Information contained on custodial websites is not owned or controlled by Green Alpha Advisors, LLC. We make no claim as to the quality or accuracy of information once you leave our website domain.
- Charles Schwab & Co., Inc.
- Dorsey Whitney Trust Company
- E*Trade Money Manager X-Change
- Fidelity Investments
- First Affirmative Financial Network
- FOLIO Institutional (FOLIOfn Investments, Inc.)
- Frost Bank / Frost Wealth Advisors
- JP Morgan
- Morgan Stanley Smith Barney
- Natixis Managed Portfolio Advisors
- Northern Trust
- Pershing Advisor Solutions
- TD Ameritrade
- Wells Fargo Advisors