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Service
Managing money is a relationship business and as such Greenwood Capital provides a full service approach to meeting our clients' goals and objectives. This method offers many benefits, including: communication with a single relationship manager, access to a team of financial experts and the ability to develop a personalized investment strategy.
Performance
Greenwood Capital strives to provide a consistent rate of return for its clients over extended periods, while at the same time seeking to limit portfolio return volatility.
Perspective
Our asset-based management fee places us as partners in your financial achievement. We are rewarded in direct proportion to the growth in your investment portfolio, not by the number of transactions. This arrangement ensures that our advice is objective and provides our clients with confidence that our efforts are fully devoted to realizing their financial objectives.
Experience
We believe the skill and expertise of the individuals involved is an important component to meeting the needs of our clients. Our professionals' years of experience in investment and related fields are extensive, averaging over 20 years per individual.
Team Approach
While each account is assigned an individual portfolio manager, our clients benefit from the expertise of the entire management team. This team of investment professionals is responsible for developing the firm's investment strategy in addition to providing continuous management and supervision of portfolios.
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