How We Work
Clients work directly with a Greenwood Capital portfolio manager, but also benefit from the shared insights of our team. Each of our investment professionals draws from a wealth of instructive financial experiences, but we believe it is in the blending of this considerable knowledge base that creates a strong foundational perspective from which to build a successful investment strategy.
Every GCA investment professional is deeply committed to the belief that a conservative approach based on time-tested fundamentals will ultimately serve each client’s long-term objectives. If your organization is new to our firm, we work with you to develop an appropriate Investment Policy Statement (IPS) based upon your risk tolerance, time horizon and return expectation. Understanding these investment parameters, along with a thorough analysis of financial data, we then have the knowledge base to develop and implement an integrated investment strategy that’s intertwined with the goals of your institution.
To review our Investment Policy Guidebook, click on the PDF icon provided here. 
Our Client-Focused Investing Model is a continuous procedure to optimize portfolio allocation.
Profile
In-depth analysis of organization’s current investments.
Client interviews to understand financial objectives, risk tolerance, time horizon, constraints and return expectations.
Allocation
Evaluation of organization profile, historical returns and historical relationship between assets.
Determination of investment policy, including policy statement, determination of asset classes and establishment of strategic allocations.
Implementation
Core: GCA Large Cap Growth Equity / Fixed Income Disciplines.
Satellite: Exchange Traded Funds (ETFs): Pure asset class exposure to U.S. small and mid-sized capitalization, international, emerging markets and real estate.
Monitor
Measurement of return objective achievement, relative and absolute returns, peer comparison and index benchmarking.
Rebalancing based on ongoing review of objectives and tactical adjustments.
