Think about financial markets as a maze. It’s easier to find the solution from overhead than ground level. We view the world from a top-down perspective, assessing the big picture before drilling down to details. Our dedicated investment services team evaluates a variety of metrics from domestic to international economic growth, monetary and fiscal policy, along with relative value and opportunity across markets. We look for broad trends (both cyclical and secular) that we can implement across our investment strategies. Combined with our technology and resources, we can compete globally to evaluate individual opportunities.
We believe combined market and sector forces typically cause a significant portion of price movement in any given stock rather than company fundamentals. Our investment approach involves economic, market, and political environments with respect to the overall business cycle, as well as sector and industry trends and themes. Our goal is to build a tailored investment portfolio that will outperform the market over time, and is broadly diversified among sectors and industries, including large, mid, and small cap equities.
- Large Cap Equities
- Tax-Managed Large Cap Equities
- Dividend & Income Equities
- SMID Cap Equities
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We bring together a diverse group of investment professionals to analyze macroeconomic factors, including interest rate outlook, economic environment, regulatory setting, and liquidity conditions. We use a disciplined approach in managing fixed-income investment portfolios with an active strategy that includes controlled duration management, yield curve positioning, sector rotation, and credit selection to provide competitive returns to passive strategies over longer-term investment horizons.
- Intermediate Gov/Credit
- Corporate
- Government
- Enhanced Cash
- Short Duration
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Much like the process for taxable fixed-income investment portfolios, our expert team provides disciplined consideration of controlled duration management, yield curve positioning, sector rotation, and credit selection to produce competitive returns over longer-term investment horizons. We also consider value analysis of municipal subsectors and bottom-up analysis of individual bonds. Tax considerations, such as a client’s state of residency, are essential to the process.
- State Specific Municipal
- National Municipal
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The cornerstone of our investment strategy at Greenwood Capital is founded on the belief that asset class selection is instrumental in driving the performance of investment portfolios over time. Our macroeconomic-driven, top-down selection process is based on improving fundamentals, combined with attractive relative valuation of multiple asset classes. The result is a global investment portfolio that owns the asset classes with the most attractive risk/reward characteristics. We uncover global investment opportunities that might not be apparent using a pure bottom-up approach.
This same investment strategy approach is subsequently applied to asset class specific ETF portfolios that may be used stand-alone, as part of an actively managed separately managed account, or blended to create a diversified passive asset allocation.
- Global Growth ETF
- ETF US Equity
- ETF International Equity
- ETF Fixed Income
- ETF Alternatives
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We have a dedicated investment services team working with our institutional direct and intermediary relationships across multiple platforms. Our investment strategies are offered as Separately Managed Account (SMAs) and are marketed to Chief Investment Officers, Investment Consultants, and other key decision makers, including:
- Healthcare, Higher Education, Non-Profit Organizations and Foundations – managing a specific mandate and/or working in tandem with the client to develop and monitor to an active Investment Policy Statement
- Financial Advisers – providing managed money solutions for broker/dealers and other investment adviser representatives to meet specific investment objectives
- Sub-Advisory Relationships – providing managed money solutions to other investment adviser representatives and trust departments to meet specific investment objectives
- Outsourced CIO – providing investment strategy models on various platforms across the country
We have established offerings on many investment platforms, and we maintain institutional level data with multiple database firms including eVestment, ISN/Proforma, and Morningstar.
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Investment Team
Justin R. Bartanus
Investment Associate
Dr. Mark K. Pyles, CFA®
Director of Multi-Asset Strategies
Investment Committee
John D. Wiseman
Director of Fixed Income
Investment Committee
Claud W. (Will) Bond, IV
Senior Trading Manager
Ethan M. Sperry
Operations and Trading Associate
John R. Decker, CFA®
Director of Equity
Investment Committee
Walter B. Todd III
President, Chief Investment Officer
Investment Committee
Browse Investment Blog Posts
Greenwood Capital Promotes
Callie M. Bradshaw and John B. Proctor, Jr.
GREENVILLE, S.C. – Greenwood Capital is pleased to announce the promotion of Callie Bradshaw to Associate Advisor and John B. Proctor, Jr. to Advisor Portfolio Specialist. These promotions underscore Greenwood Capital’s ongoing commitment to meeting client’s needs by investing in people who embody the firm’s personalized approach and dedication to growth.
The Last 48 Hours
Walter Todd on FinTech TV
Walter was featured on FinTechTV to discuss the markets before and after the election. He gave his insight on what sectors could be impacted by the election results, how investors should position their portfolios, and what the economy is bracing for in the last 48 hours before those election results start rolling in.
Colin Burns Joins Greenwood Capital Team
GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Colin J. Burns to the wealth team as an Associate Advisor in the Downtown Greenville office. In this role, Burns will be supporting senior advisors and nurturing client relationships as part of the team’s holistic approach to wealth management.