Greenwood Capital Adds Alternative Investments

April 16, 2024

Greenwood Capital Adds First Trust Capital Management’s Product Offerings to Lineup of Alternative Investments

GREENVILLE S.C. – Greenwood Capital announced a strategic alliance with First Trust Capital Management L.P., helping to expand access to alternative investment strategies to its financial advisors. The new relationship marks a significant step forward in providing a broader range of alternative investment opportunities for Greenwood Capital’s advisors in support of their efforts to diversify client portfolios. Greenwood Capital and First Trust Capital Management share a commitment to provide the tools and resources to deliver a tailored, streamlined experience to investing in alternatives.

The collaboration reflects a broader trend in the financial industry with alternative assets expected to play a more significant role in portfolios for investors. As investors increasingly seek diversified and resilient portfolios, Greenwood Capital believes bolstering its lineup of alternative investments will provide financial advisors and their clients with the tools they need to navigate the evolving landscape successfully.

“The industry’s movement towards the democratization of alternative investments for use amongst a broader range of retail and institutional clients has opened the door for a large number of firms and products to enter the space,” said Dr. Mark Pyles, Director of Multi-Asset Strategies at Greenwood Capital.

“In our first venture into the area, we sought to identify a partner with a specific focus on serving RIAs through an educational and high-touch relationship experience. First Trust has an extensive history of working with firms similar to Greenwood Capital and we look forward to building a long-term evolutionary partnership between our two entities.”

First Trust Capital Management provides alternative investment solutions for all types of investors across the accreditation spectrum. Their comprehensive platform of products provides access to diversified portfolios with exposure to multiple alternative asset classes that are researched and selected by First Trust Capital Management’s Alternative Investment Research team. The team has a time-tested track record of sourcing highly specialized managers that seek to provide superior risk-adjusted returns with a focus on upside opportunity and capital preservation.

For further information about Greenwood Capital and First Trust Capital Management, please visit their respective websites.

About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers a variety of services for the individual as well as institutional clientele. Using a top-down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.6 billion in assets nationwide.

About First Trust Capital Management L.P.: First Trust Capital Management offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. These solutions are offered to financial advisors, family offices, and institutions in a variety of structures across the accreditation and liquidity spectrums including interval funds, tender offer funds, private funds, and direct investments. https://www.firsttrustcapital.com/

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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