My name is Jeff Green (I have been a financial professional for over 25 years). I am the founder of RightWay Investments, PLLC: We are a Registered Investment Advisory Firm that helps families achieve their financial purpose and coaches them toward those goals.
(1) We are fiduciaries, meaning our recommendations are in your best interest. We are not subject to proprietary products, which means we only work for you.
(2) We choose to be transparent and will answer any questions you have.
(3) We build lifelong relationships with our clients and get to know their goals, purpose, and intentions.
My wife June and I came to The Woodlands in 1993. We have two daughters with two beautiful grandchildren. We love the outdoors and travel. I also serve on the board of directors of the Patterns of Evidence Exodus Foundation, producing documentary films on the Bible.
At RightWay Investments, PLLC, we provide a different standard in investing: Many investors place their trust and life's savings with Wall Street mutual fund managers. But Wall Street will speculate and gamble with their clients money by constantly trying to predict the future by stock picking, market timing and track record investing. Academic research has conclusively proven that this is a failing strategy that destroys the hard-earned life's savings of every-day Americans. As a Registered Investment Advisor, we will never speculate with our client's savings. The portfolio we use is based on decades of published, peer-reviewed academic research from the top universities in the country. We use Matson Money's globally diversified mutual fund investment portfolio that has holdings in 81 countries, with over 21,000 different stocks and bonds in 22 asset classes. This allows investors to enjoy the safety that diversification brings and maximize their average rate of return. This is what we call an efficient portfolio. All of our investment portfolios adhere to the Modern Portfolio Theory, the Efficient Market Theory, and the Three-Factor Model. We are here to help investors pursue long-term results using the Matson Method. With cutting-edge coaching technologies, we help investors stay disciplined throughout their lifetime. Our portfolios are GIPS audited. Can your current advisor say the same?
General Information |
| Firm Start Year: | 2013 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 1052462 |
| Name of Broker/Dealer: | Co-Advisor: Matson Money Platform |
| Name of Custodial Firm: | AXOS Financial Advisors & Schwab |
| States Licensed in: | TX |
| Number of Years with Current Firm: | 10 |
| Work Experience: |
I became a Regional Manager for GE Capital Financial Services in Minneapolis, Minnesota, in 1985. As a Six Sigma advocate, I led the region in defining, measuring, analyzing, and improving the service side of our industry, which led me to Houston in 1993. In 1997 I recognized that long-term financing care was a big problem. I pursued the next step in my career by joining a sister company called GE Capital Assurance as a Regional Manager in Houston. I obtained an insurance license (which I still hold today) to leverage insurance to solve this problem. This gave me significant insight into how our aging population was addressing the high cost of care. The result: nine out of ten families chose to self-insure. Safe Asset Strategies, LLC was established by me in 2000 to address the 90% of those who face the high cost of care. Alternative solutions to private pay became a necessity. I had no choice but to learn as much as possible about how Medicaid and the VA could be alternative solutions. Estate Planning Attorneys soon recognized that my background would be extremely valuable to their practices. I could solve problems for their clients that they could not. On the other hand, my Safe Asset Strategy clients needed estate planning that I could not provide. Thus, I worked in an estate planning law firm for over twenty years. A new insight began to develop as I witnessed hundreds of estate planning client portfolios. What I saw was shocking. The average returns on retirement accounts were dismal. How could this be when an S&P 500 index, on its own, averages 10%? Today, I am the President of RightWay Investments, PLLC, a Registered Investment Advisory firm (which has mandatory Fiduciary Standards). It was formed in 2013 to serve individuals, families, and small businesses with their investment needs. The goal was to revolutionize how people think about their retirement future and their American Dream. "A good portfolio is more than a long list of stocks and bonds. It's a balanced whole providing the investor with protections and opportunities concerning a wide range of contingencies." Harry Markowitz-Winner of the Nobel Prize for Economics. Using Modern Portfolio Theory (asset allocation driven by Nobel Prize-winning investing science), we can eliminate stock picking, market-timing, and Track Record Investing, which is nothing more than speculation. Goal-Based Investing can also allow us to target specific goals for our clients. Ultimately, we want our client's portfolios to be as efficient as possible, meaning obtaining the highest possible return with the least risk and lower fees. |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Insurance Products & Annuities, Portfolio Management, 401K Rollovers, Wealth Management |
Services |
| Investment Types: | Annuities, Mutual Funds |
| Can meet clients in the following ways: | Phone, Email, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Long Term Care, Life, Annuity, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000.00 |
| Compensation Methods: | Commissions, Based on Assets, Flat Fee |
| Fee % Based on Assets: | .99% -.69% |
| Hourly Rate: | NA |
| Additional Details on Charges: | At times a $500.00 fee is charge to perform a comprehensive "Portfolio MRI". |
| Minimum Fee Charged for Managed Accounts: | .99% of portfolio |
Board Positions |
| Organization : | Patterns of Evidence Foundation, Minneapolis, Minnesota |
| Position : | Board Member |
| Duration : | 10/01/2020-Present |
Education |
| N/A - Business | St Cloud State University
- St. Cloud, Minnesota 1977-2000 |
Financial Services |
| Portfolio Management
There are a variety of wealth management approaches. At RightWay Investments, we help clients grow their wealth through a prudent, highly engineered, diversified portfolio based on Modern Portfolio Theory and the Three Factor Model. It takes years of education and experience to understand financial markets and investment strategies. As a Fiduciary, our approach differs from many financial planners and stock brokers. We educate investors on why Modern Portfolio Theory and the Three Factor Model is the best approach. Again, as a Fiduciary, our focus is on you. |
| 401K Rollovers
Rolling 401(k) assets into an IRA: When you retire or leave your job for any reason, you have the right to roll over your 401(k) assets to an IRA. You have several direct rollover options: " Rolling your traditional 401(k) to a traditional IRA. You can roll your traditional 401(k) assets into a new or existing traditional IRA. " Rolling your Roth 401(k) to a Roth IRA. You can roll your Roth 401(k) assets into a new or existing Roth IRA with a custodian of your choice. " Rolling your traditional 401(k) to a Roth IRA. If your traditional 401(k) plan permits direct rollovers to a Roth IRA, you can roll over assets in your traditional 401(k) to a new or existing Roth IRA. Keep in mind that you'll have to pay taxes on the rollover amount you convert. It's a good idea to check with your plan administrator and a tax advisor to determine whether a move from a traditional 401(k) to a Roth IRA is allowed and right for you. |
| Annuities
Why Asset-Based Long-Term Care annuity solutions? Long-term care can be a costly and almost inevitable expense for most. Asset-Based LTC annuities can help offset that cost and give people a way of supplementing their income plan to address any future long-term care risk. Annuities as a means of investing requires much in due-diligence. Many come with caps that limit long-term growth. Understanding what you are getting requires an agent with many years of experience to help you find what fits you best. This is where working with a Fiduciary is so important. Annuities have their place for "safe money" planning and can become a strategic part of your retirement plan. Let a professional with no obligation to any insurance company do your shopping and comparisons. |
| Wealth Management
There are a variety of wealth management approaches. At RightWay Investments, we help clients grow their wealth through a prudent, highly engineered, diversified portfolio based on Modern Portfolio Theory and the Three Factor Model. It takes years of education and experience to understand financial markets and investment strategies. As a Fiduciary, our approach differs from many financial planners and stock brokers. We place our client's interests ahead of our own. |
FAQs |
Do you have a customer satisfaction or refund policy?No one has a crystal ball, thus guaranteeing results is impossible and those that do should be scrutinized. However what people want is consistency with their advisor. At RightWay Investments, we do what we say, and say what we do. As a Financial Coach, we are there to meets needs, whether it is Education, servicing accounts and coaching them through difficult periods. |
Why should I choose you as my financial advisor?Because I take my work very personal. You are not just another client. |
What are your qualifications? What is your education background?I have been actively working in the financial world since 1985 with over 20 years inside estate planning law firms. |
Do you offer any guaranteed results?No. And it would be misleading imprudent to do so. However, If a person chose to purchase a fixed annuity the insurance company would guarantee against any losses. and can provide a fixed rate of return. |
How much risk should I be willing to take?Good question: People should always have cash on hand and or safe money in case there is an emergency or a downturn in the market. However safe money generally falls short of one reaching their retirement goals. So, if you invest in the market, one must determine their time horizon and financial goals to determine a portfolio mix of equites and fixed income. If a person understands that investing is a long-term approach, they will generally be willing to take more risk. One size does not fit all, thus a careful determination of your risk tolerance is a very important first step. Education is a critical part of that decision. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
https://www.rightwayinvest.com/rightway-investments-brochure RightWay Investments, PLLC Privacy Policy ADV Part A ADV Part B |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 12:00 PM |
| Sat. | 10:00 AM - 12:00 PM |
| I serve the greater Houston area, but have clients in all of Texas. |
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