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Women in Investing: How to Take Charge of Your Financial Future

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Who We Serve

Customized Guidance
for Your Journey

Individuals & Families

Our goal is to guide families and individuals through the specialized needs of every phase in your financial life, including accumulation, preservation, and transition.

Families

Multi-Generational Families

Multi-generational families who want to thoughtfully transfer their assets to the next generation and beyond face multiple challenging tasks.

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Near Retirees

Many not-quite-retired individuals are anxious when they think about retiring. Will you have enough saved? How can you best manage tax issues? How can you preserve your money?

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Retirees

Retirement comes with a question – How do you pay yourself now from distributions, minimize taxes, and grow assets to enjoy your desired lifestyle?

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Professionals

Business Owners

Financial issues that small business owners confront are typically anything but small. We help owners balance business, family and finances to acheive their goals.

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Medical Professionals

Professionals in the healthcare industry are adept at solving others’ health issues. But they may need solid advice for their own financial health and peace of mind.

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Career Professionals

Career professionals, like lawyers, engineers, accountants, and executives, need financial advice that fits the current stage of their career and plans for the next.

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Women Investors

Women Professionals

Women face unique financial challenges, yet today, they have never been in a better position to take charge of their financial security and future.

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Divorcees

Women face unique financial challenges, yet today, they have never been in a better position to take charge of their financial security and future.

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Widows

Widowhood can be devastating; whether expected or not, the surviving spouse needs experienced and restorative counsel for their new financial life.

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Institutional Investors

Greenwood Capital often acts as an outsourced chief investment officer team to institutional investors— including endowments, foundations, and municipal accounts.

Non-Profits, Foundations, & Endowments

Many foundations and endowments look to us to develop and implement their governing investment policy statement tailored to achieve specific objectives.

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Municipalities & Political Subdivisions

We are specialists in working with South Carolina municipalities and political sub-divisions who need specific investment solutions required by the state.

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Group Retirement

Greenwood Capital partners with a number of plan providers to offer group retirement solutions tailored to your business and participant needs.

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Financial Intermediaries

For financial advisors who value a diligent approach, Greenwood Capital acts in a behind-the-scenes capacity as a sub-advisory, on various platforms, or under a tri-party agreement to handle a client’s investment needs.

Financial Advisors

We provide sub-advisory solutions to wealth management firms and independent financial advisors focusing on client service and financial planning.

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Trust Advisors

Trust advisors, whose primary objective is to administer complex trusts for their clients, come to us for advice on investment strategies and asset allocation.

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Dual Registrants

Greenwood Capital also helps financial intermediaries who are dual registrants—firms registered as both an investment adviser and a broker/dealer.

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Greenwood Capital

Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

Greenville Office

201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425

Greenwood Office

425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049

Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.

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