Structure

Green Room Partners is a California registered investment advisor (RIA), that manages capital via separately managed accounts (SMAs). All investment accounts are held in the clients’ names. As a result, clients have full transparency of the investments in their accounts combined with the ability of individual tax optimization. We believe this structure to be the most beneficial and in the best interests of our clients.

We are investors with a long-term time horizon, so we recommend that clients only invest assets with at least a 3-year timeframe. Within that concept, we follow two investment opportunities for our investors with the same long-term investment focus:  A traditional investment account and a self directed Individual Retirement Account (IRA). We are investors, not traders, in principle, and we target clients  with a similar mindset. However, we will take advantage of shorter-term trends in case we find that they provide an opportunity to support long-term themes.