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
- 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.
Justin R. Bartanus
David A. Halloran, CFA®
ETF Portfolio Strategist
Walter B. Todd III
President, Chief Investment Officer
Claud W. (Will) Bond, IV
Senior Trading Manager
Dr. Mark K. Pyles, CFA®
Director of Multi-Asset Strategies
John D. Wiseman
Director of Fixed Income
John R. Decker, CFA®
Director of Equity
Ethan M. Sperry
Operations and Trading Associate
Browse Investment Blog Posts
Walter Todd chatted with Maria Bartiromo on Fox Business today, where he discussed Walmart’s positive earnings report and what those numbers mean for the American economy as a whole.
GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to-day account servicing needs.
Walter Todd was featured on BBC’s Wake Up to Money Business Matters to discuss the earnings report from Boeing and how the aircraft manufacturer’s recent plane failure is impacting its stock prices. Walter discussed whether Boeing has prioritized profitability over engineering and what groups are pressuring the company for change.