Financial Advisors
We help empower financial advisors at other firms to achieve and maximize their clients’ goals. Our consultative process is relationship-based, and we take a personal approach to each financial and trusted advisory relationship.
Our experienced investment team works with financial advisors, brokers/dealers, and other investment advisor representatives both in South Carolina and nationally to provide managed money solutions.
We may also provide consulting services only on a non-managed, non-discretionary basis. This means we do not manage individual assets but instead supply advice about economic, market, and investment outlooks.
Our partnership is based on open communication and trust. You can speak directly to anybody on the team at any time. We get back to you quickly.
How we are different
We may also provide consulting services only, on a non-discretionary basis. This means we do not manage individual assets, but provide advice about economic, market, and investment outlooks.
Many financial advisory firms may not have the breadth of in-house expertise to provide specialized investment services or allocation strategies. Greenwood Capital bridges that gap by providing customized portfolio allocations that align with your client’s suitability regarding risk tolerance, tax situation, and values, among other factors. We can meet our financial advisor clients and their clients in person or virtually as needed.
Clients are supported by our private client advisors, investment management team, and operations and compliance teams. Financial advisory clients have direct access to these professionals.
Personal Approach
Some financial advisory firms may not have the breadth of in-house expertise to provide specialized investment services or allocation strategies. We bridge that gap by providing customized portfolio allocations that align with your client’s suitability. We also work with advisors who prefer to mandate specific asset allocations.
