Greenshields Capital LLC

GreenShields Capital is a registered investment adviser established in 2016 by principal owner Brent Alex Greenshields. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. GreenShields Capital requires discretionary authority to make investment decisions in line with fiduciary duties. The firm primarily recommends mutual funds and may use other securities for diversification. For employer-sponsored retirement plans, the firm provides ERISA 3(21) and 3(38) investment advisory and management services. Fees for portfolio management are asset-based, with a maximum annual fee of 2.75%. Clients may impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management of $177,482,041. GreenShields Capital does not accept performance-based fees and serves individuals with a minimum account size of $150,000. The firm's investment strategies include cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. Clients receive regular reports and account reviews. GreenShields Capital has a written Code of Ethics and provides discretionary investment advisory services. The firm does not accept voting authority for client securities. Financial information shows no bankruptcy petitions or conditions impairing contractual commitments to clients.