Investments

The Expertise of Wall Street with South Carolina Roots.

Investment Philosophy

In a complex financial world, we strive to keep things simple and maintain proper perspective.

Greenwood Capital’s investment philosophy blends our Wall Street expertise and South Carolina roots. Our disciplined philosophy is founded on the belief that active management using a top-down investment process will outperform benchmarks over time.

We are not forecasters. Our investment process is concise and repeatable: considering the factors at hand and looking for opportunities in those sectors. We then seek to select the best individual securities with improving fundamentals.

We are active, conservative managers. Our goal is to participate in the markets during good times, mitigate volatility during down markets, and outperform benchmarks over market cycles. We apply this disciplined investment process to both equity and fixed-income securities.

Our disciplined investment philosophy is a blend of the expertise of Wall Street with South Carolina roots.

Equity Investments

Asset class selection is instrumental in driving the performance of investment portfolios. We invest in securities with improving fundamentals. Our top-down approach allows us to uncover global investment opportunities that might not otherwise be apparent.

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Fixed Income Investments

We use a diligent approach in managing fixed-income investment portfolios with an active strategy that includes controlled duration management, yield curve positioning, sector rotation, and credit selection. Our objective is to provide competitive returns over the long term.

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ETF Investments

We also apply our investment approach to asset-class-specific ETF portfolios. The portfolios may be used stand-alone, as part of an actively managed separately managed account, or blended to create a diversified passive asset allocation.

Alternative Investments

Greenwood Capital recognizes the importance of alternative asset classes as a critical element of diversification for client portfolios. We further recognize the expertise required in determining managers and specific alternative assets. That’s why we partner with best-in-class alternative providers to create tailored solutions. We focus on expertly allocating your portfolio with the proper balance of seeking growth while managing risk.

How We Are Different

We want to be a partner you trust. Greenwood Capital’s hands-on approach, combined with our strong culture of compliance, sets us apart from other wealth and investment managers in South Carolina:

We make investments with the mindset of keeping assets, on average, in our portfolios for three years or more.

Managing both stocks and bonds gives us a broad investment perspective. We hold weekly meetings with our investment committee to discuss macroeconomic issues, investment themes, asset classes, sectors, stocks, and bonds. Our knowledge across both asset classes allows us to take a more holistic view of the market and to make informed decisions that benefit our clients.

Our investment team seeks to own securities in which we have a high conviction in their long-term growth prospects. With a select portfolio comes clarity and a high level of conviction in the small number of securities we include in your portfolio.

Unlike other firms, you speak directly with our investment managers. We are transparent and open in our communications. This means you talk with the person making decisions for you and your portfolio, not to a help desk in an office miles away.

Our long-lasting commitment to technology and institutional-level data gives us a competitive edge. We work with Bloomberg, FactSet, eVestment, ISN/Proforma, and Morningstar and can match or exceed the services of large and sophisticated investment management teams with fewer individuals.

You may pay lower fees because we directly manage your money without outsourcing it to third-party managers. Lower fees may translate to higher returns over time. In addition, direct management of daily operations helps ensure the best execution while maximizing transparency, responsiveness, and efficiency.