A Fifty-Year Legacy of Stewardship
When challenged with creating growth for the future, it helps to have strong roots.
To understand Greenwood Capital, take a look back more than half a century when textiles were king. Thousands of SC textile employee pensions were entrusted to our predecessors, and by serving them well, the Investment Division of a South Carolina textile mill became Greenwood Capital in 1983. The convictions of our investment firm come from a history of managing a multi-million-dollar portfolio and the retirement incomes of hard-working families through turbulent times.
We’ve learned our lessons well. Our decidedly disciplined investment approach has served our clients through prudent financial growth with a watchful eye for downside risks. It’s also made us one of the largest independent investment firms in the Southeast. No doubt, our global expertise is firmly rooted in South Carolina humanity.
Our Numbers are in your favor
Assets Under Management
With 40+ Years of Experience
Investment Committee Average Years with the Firm
As of 09/30/2023
Investment Committee Average Years in the Industry
Financial Advisory Services
Greenwood Capital brings a legacy of direct experience managing investments and advising institutional clients, including foundations and endowments. When working with your institution we view ourselves not only as a financial partner and fiduciary but also as stewards of the funds with which you are entrusted. Along with a legacy of investment services and wealth management, Greenwood Capital has a proud tradition of vested interest in our clients’ success.
Greenwood Capital has the expertise of Wall Street with the benefit of local access to a team of caring professionals proudly rooted in Upstate SC. With an investment professional dedicated to your relationship, you enjoy personal attention from an experienced financial advisor managing and reviewing your investment portfolio. Our team approach lets you take comfort in knowing there is continuity in managing your overall relationship. With ever-changing 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 – close to home or across the nation.
Institutional Advisory Clients benefit from our consultative approach to developing and implementing an investment policy statement. With an investment mandate in place, we are able to monitor, report, and adjust adherence to your governing statement. As partners, we are able to implement, monitor, and adjust according to your investment goals and objectives.
Taking Time to listen, respond, and explain.