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About the Firm

We exist at the intersection of institutional finance and private wealth — bringing four decades of clean energy expertise to select clients who understand that the best strategies require patience and precision.

The Firm

Built on institutional
knowledge. Devoted to
private outcomes.

Balcony Advantage was founded on a singular insight: the clean energy tax strategies that Fortune 500 companies and major financial institutions have used for four decades to preserve capital were structurally unavailable to private wealth.

The mechanics were not secret. The Investment Tax Credit, accelerated depreciation, and long-term electricity yield have always been matters of public law. What was missing was the infrastructure — the sourcing relationships, the legal frameworks, the operational capability, and the asset management discipline — to deploy these strategies at a scale meaningful to individual investors and family offices.

We built that infrastructure. Today, Balcony Advantage serves a deliberately limited number of clients who qualify — offering the same institutional rigor in a relationship built around your specific financial position.

Leadership

The partners behind
the firm.

Craig Greenwald

Craig Greenwald

Craig Greenwald is a co-founder and partner of Balcony Advantage, where he leads the development and execution of tax-advantaged residential clean energy strategies for high-net-worth investors.

He brings more than 25 years of experience in alternative investments, finance, operations, and investor relations and has helped raise more than $250 million from individuals, family offices, endowments, and institutional investors.

Craig previously co-founded Balcony Partners and Clean Energy Asset Management and held investment and finance roles at Eisler Capital, Merrill Lynch, and J.P. Morgan.

He holds an MBA from the USC Marshall School of Business and a BA from Johns Hopkins University.

Jamie Schutz

Jamie Schutz

Jamie Schutz is a co-founder and partner of Balcony Advantage, where he leads sales and partnerships for tax-advantaged residential clean energy strategies serving high-net-worth investors.

Before entering the world of clean energy and tax strategy, Jamie spent 30 years producing movies and television series for networks and studios including Netflix, Fox, ESPN, HBO, Warner Bros., Amazon and Paramount. As President of Stick Figure Entertainment, he oversaw corporate finance and taxation, fundraising, management, development and strategic partnerships.

Jamie’s career has taken him well beyond boardrooms and film sets. He’s been attacked by pirates while producing the first season of Survivor, navigated cartel territory in Juárez, and battled leeches in the jungles of Borneo. After three decades of that, tax strategy feels relatively relaxing.

Whatever the challenge, Jamie tends to approach it the same way: stay calm, figure it out, and keep a sense of humor.

Our Mission

To make the institutional
advantage genuinely accessible.

Not as a product to be distributed. Not as a fund to be subscribed. But as a fully managed, individually structured strategy — built around each client's specific tax position, income profile, and long-term goals.

We measure success not in assets under management, but in tax liability preserved, wealth protected, and client relationships that endure across generations.

"We do not optimize for volume. We optimize for outcome — for the client sitting across from us, whose wealth we have been entrusted to preserve."

Firm Philosophy
Our Values

The principles that
guide every engagement.

Selectivity

We work with a deliberately limited number of clients. This is not exclusivity for its own sake — it is a prerequisite for depth. Each client relationship demands the full attention of our team from first conversation through final exit.

Transparency

You will always know exactly what you own, how it is performing, and the requirements and benefits of your new renewable energy business. We provide quarterly monitoring reports and annual tax documents to support your filing, with zero ambiguity.

Alignment

Balcony Advantage generates revenue primarily through the margin on asset sales — the difference between what it costs to acquire and prepare energy assets and the price at which those assets are sold to clients. Our interests are structurally aligned with yours, as you’re earning credits and depreciation on our fees.

Stewardship

Clean energy is not incidental to our strategy — it is central. We believe that the best long-term financial outcomes and responsible stewardship of the environment are not in conflict. They are, in this case, the same investment.

By the Numbers
$325M+
in client tax liability preserved
1 GW+
of solar assets under management
40 Yrs
of institutional clean energy pedigree
Environmental Commitment

The returns are financial.
The impact is lasting.

Every solar asset our clients own generates clean electricity for the communities it serves. Over the lifetime of a typical asset, that means millions of kilowatt-hours produced without emissions — a return on investment that extends well beyond the balance sheet.

We believe responsible investment and financial performance are not trade-offs. In clean energy, they are the same decision.

100%
of assets managed are clean, renewable solar generation
Long-term
offtake agreements securing both yield and impact over decades
Zero
compromise between financial return and environmental responsibility

Ready to explore what's
possible for you?

Every engagement begins with a direct conversation. We'll walk through your income structure, your projected liability, and whether a Balcony Advantage strategy is the right fit.

Schedule a Consultation →