Global Perspective. Personal Approach.
Greenwood Capital is an experienced wealth and asset management firm in South Carolina. We serve families, institutional investors, and financial advisors by providing a comprehensive and consultative approach to financial planning and investment management.
Individuals & Families
Our goal is to guide families and individuals through the specialized needs of every phase in your financial life, including accumulation, preservation, and transition.
Institutions
We often act as an outsourced chief investment officer team to institutional investors— including endowments, foundations, and municipal accounts.
Financial Advisors
Greenwood Capital also acts in a behind-the-scenes capacity as a sub-advisory, on various platforms, or under a tri-party agreement to handle their clients’ investment needs.
About
Greenwood Capital is an experienced wealth and asset management firm in South Carolina. We serve families, institutional investors, and financial advisors by providing a comprehensive and consultative approach to financial planning and investment management.
Global Perspective
Our experienced investment management team takes a global perspective in managing your financial concerns.
Personal Approach
We take a personal approach to customizing your investment plan by getting to know your needs and financial goals.
Wealth Management
We take a consultative and personalized perspective in helping you achieve your financial goals. As a fiduciary, we are required by law to prioritize your interests over ours.
Investment Management
Our investment philosophy believes active management using a top-down process will outperform benchmarks over time.
Our Numbers are in Your Favor
as of 6/30/24
$1.7B
Assets Under Management
Est. 1983
With 40+ Years of Experience
14+
Investment Committee Average Years with the Firm
24+
Investment Committee Average Years in the Industry
Women and Money
Taking Charge of Your Financial Future
Women face unique financial challenges. Today, you have never been better positioned to achieve financial security. Melissa Bane, CFP, Senior Client Advisor, shows how to take charge of your financial life in our Woman & Money guide
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