Greenwood Capital is a financial planner in Greenville, SC. The firm provides wealth and asset management services to families, institutional investors, and financial advisors through a comprehensive and consultative approach to financial planning and investment management. Serving a diverse range of clients, including endowments, foundations, and municipalities, the firm specializes in wealth management, retirement planning, and investment management.
Established in 1983, Greenwood Capital brings over 40 years of experience to its clients. The firm operates with a global perspective and a commitment to a fiduciary standard, prioritizing the interests of clients in all financial decisions. Their investment philosophy utilizes an active, top-down management process to manage portfolios. Unlike firms that rely on third-party managers, Greenwood Capital makes in-house portfolio decisions, providing clients with direct access to investment managers. The firm's professional team includes specialists in multi-asset strategies, fixed income, and private client advisory, working through a collaborative team approach to ensure continuity of service.
Located on W McBee Ave, the office is situated near the Greenlink Transit Center and Centre Stage. The area is also characterized by public artworks such as Interval: Mountain Fall and Quote's walk, and is positioned near both South Academy Street and North Academy Street.
The business maintains thorough, well-documented information online and features a well-optimized website that is easily read by search engines.
Greenwood Capital provides dedicated wealth and asset management solutions for individuals and institutions throughout Greenville.