# Alex Green Investment Management

Alex Green Investment Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** https://alexgreenav.com
- **LinkedIn:** https://www.linkedin.com/company/alex-green

## Regulatory record

- **Reports private funds:** No

## About

Alex Green Investment Management is a wealth management firm based in Chicago, US. It focuses on investment strategies in North America.

## Sectors

- Private Wealth

## Questions

### How does Alex Green Investment Management structure its client portfolios?

The firm deploys a mix of separately managed accounts and pooled funds, spanning equities, fixed income, and private market strategies. The approach reflects a trust-company roots framework that layers institutional asset allocation over individual family objectives. Client portfolios emphasize tax-aware municipal bond exposure and direct security ownership, minimizing embedded fund-level fees.

### What is the firm's geographic focus for investments and client coverage?

Client relationships are concentrated in the Chicago metro area and the broader Midwest, where the firm draws on deep ties to family-owned manufacturing, real estate, and agricultural wealth. Portfolio exposure skews toward US-domiciled securities, with regional private investments sourced through Chicago's dense network of family offices, lawyers, and private equity intermediaries.

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Last updated: 2026-08-10T23:49:37.812Z

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