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Diversification in the New Year
Walter Todd on Bloomberg

Walter Todd on the Markets

January 3, 2024

How should you be invested as we start a new year? Walter Todd, President and CIO was on Bloomberg Intelligence this morning to share his perspective. He discussed the importance of diversification, especially beyond the top 5-10% of the market. He also outlined how the Greenwood Capital investment team blends alternatives into portfolios in order to meet client needs in tumultuous markets.

Walter’s segment starts at 5:30:

Listen to the full interview here. 

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.

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Greenwood Capital

Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

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