Foundations & Corporate Services
Recognized as one of the largest independent investment practices in South Carolina, Greenwood Capital Associates brings a fifty-year legacy and twenty-five year history* of direct experience managing investments for and advising corporations, foundations and endowments. When working with these institutions, we view ourselves not only as a financial partner and fiduciary, but as stewards of the funds we manage on behalf of our clients. With today’s volatile market conditions, value is found in advisors dedicated to managing the investments of their clients and who provide the market expertise where you need it most—closer to your home and office..
GCA assists corporations with managing a portfolio to specific deadlines for capital projects, managing funds for operating needs and employee retirement benefits. Foundations and endowments benefit from GCA’s consultative approach to developing an investment policy statement and assisting with the implementation of strategies to meet their objectives. In all cases, decisions are guided by a team of professionals that make up our investment and allocation committees.
Whether working with us directly to develop portfolio strategies for your organization or using our proprietary products through an existing advisory relationship, the process of investing your organization’s capital should begin with adopting appropriate investment policies.
* Prior to 2001, the term firm refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.