How We Work
Clients work directly with a Greenwood Capital portfolio manager, but also benefit from the shared insights of our team of financial professionals. Each of our advisors 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 your long-term objectives. If you are new to our firm, we work with you to gauge risk tolerance, time horizon and return expectations. Understanding these investment parameters, along with a thorough analysis of financial data, we then have the knowledge base to develop an integrated investment strategy that’s intertwined with your goals.
Our Client-Focused Investing Model is a continuous procedure to optimize portfolio allocation.
Profile
In-depth analysis of client assets, liabilities and concentrated/restricted positions.
Client interviews to understand financial objectives, risk tolerance, time horizon, constraints and return expectations.
Allocation
Evaluation of client 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, and / or 35-45 stocks representing major industry sectors.
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.
