Institutional Investors
For our institutional clients, such as foundations, endowments, healthcare, education, and municipality clients, we define wealth management as helping board members and individual decision-makers achieve their organizational goals through diligent investment management. We often start from scratch by creating or modifying your investment policy statement and working to create a customized portfolio that matches your organization’s specific goals and requirements.
We look to create personal and long-lasting connections with key decision makers, such as the organization’s founder, chair, or board of directors.
How we are different
Greenwood Capital’s unique consultative process for our institutional clients is relationship-based. We view our clients as long-term partners, not dissimilar to our approach with families and individual clients. We work with our institutional clients to develop and implement investment policy statements in line with their investment goals. In addition, we provide solo and group 401(k) plans, and other qualified retirement solutions for small businesses, helping them to secure the financial future of their employees.
Greenwood Capital brings a 40-year legacy of advising, managing and customizing investment portfolios for institutional clients. Like our approach to families and individual clients, we serve not only as a fiduciary, but also as stewards of the funds we manage. Each of our institutional clients has a private client advisor consultant specifically dedicated to personally managing the relationship and the portfolio. For depth and continuity, each advisor is backed by our team of advisors, investment management team, and client service specialists. Our clients, including board members of institutions and employees of 401(k) plans, have direct access to these professionals. For institutional clients we may provide guidance in developing or modifying their investment policy statement. In this case, our advisory team works with our client’s investment policy committee to finalize the organization’s investment goals and strategies, outline responsibilities, set asset class guidelines and choose appropriate investment benchmarks. Other institutional clients come to us for customized solutions regarding communications, reporting, compliance trading, asset allocation and tax planning issues.
Greenwood Capital’s private client advisors, investment management team, and operations personnel are available to talk with every institutional client as often as needed. We communicate quarterly at a minimum by phone, email, and/or virtually. We are also available for board meetings and in-person meetings. Transparency is paramount to us, particularly when the market or news is negative. For our institutional clients we provide quarterly reporting that goes beyond showing performance. We create customized reports for you that show asset allocation, risk, and consolidated performance, tailored to your investment policy statement monitoring and board requirements
Personal Approach
We look to create personal and long-lasting connections with key decision makers, such as the organization’s founder, chair, or board of directors.
