Celebrating 40 Years
1983 – Established with $215 Million AUM
1985 – First New Hires
1992 - Inaugural Member of Global Investment Performance Standards®
1994 – Began Managing Greenwood County Electric Capital Fund
1996 – AUM Reached $500 Million
1998 – Restored the Electric Capital Fund
2001 – Became an LLC
2003 – Ranked Among the Top 1000 Money Managers
2004 – Received Award of Excellence
2008 – TCB Partnership
2008 – Named Most Dependable Wealth Managers
2009 – New Client Offerings
2013 – Increased Specialization
2014 – AUM Reached $1 Billion
2017 – Opened Greenville Office
2018 – Reinvest in Greenwood
2020 - AUM Reached $1.5 Billion
2021 – Narrowed Product List from 22 to 13
2022 - Rolled Out New Trading and Client Service Processes
Then & Now
When we first opened our doors, the world looked a little different than today. Sally Ride had just become the first American woman in space. Flashdance – What a Feeling, by Irene Cara was topping the billboard charts. And everyone (including a younger Walter Todd) was lining up to see Return of the Jedi in theatres.
1983 was a foundational year for the connected, technological world we live in today. The World Wide Web TCP Internet Protocol was born on January 1, 1983. Motorola introduced the first retail mobile phone. Our offices were about to change with the launch of first day-to-day PC tools ever: Microsoft Word and Lotus 1-2-3. It was even the debut of Mario & Luigi from Nintendo (whose recent movie topped the box offices in 2023).
The world is ever-changing and our macroeconomic approach to honoring the past and looking forward to the future is more relevant than ever as we continue to build wealth across generations.
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