Phone: (864) 942-1500
Greenwood Capital Associates is a Registered Investment Advisory firm supporting high net worth and institutional clients in their quest to achieve above average returns while minimizing downside exposure.
For more than 25 years, prominent investors across the country have trusted Greenwood Capital Associates to have a steady hand in good times and bad.
Ranked as one of the top ten Wealth Management firms in the Southeast by Goldline Research, as seen in Forbes magazine.
Shouldn't you be working with one of the best?
Especially in times like these, it's important to keep a clear head and a steady hand. That's where Greenwood Capital Associates comes in. We don't jump on the latest fads, and our results speak for themselves. If lately you've found that you're hearing from your advisor less and less, or you need a better position against today's downside potential, you need to give our approach a try.
In July of 2008, Greenwood Capital Associates was brought into the Countybank family of companies. Together, we now offer enhanced services to high net worth clients, including:
Now more than ever, it's time to discover the holistic approach to managing your wealth that Greenwood Capital Associates brings to the table. Experience something superior, with the high-touch, personal service you deserve.
Greenwood Capital Associates, Inc. (GCAI) was 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 is a Registered Investment Advisory Firm. Member SIPC/Finra. Products offered through Greenwood Capital Associates, LLC are not insured by FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.
Not only does our partnership with Countybank Trust Services bring a world of financial services to your fingertips, but when it comes to your investments, Greenwood Capital has a different approach that has proven successful over our 25 year history.
Our philosophy focuses on the premise that, over the long term, investors benefit from a disciplined and prudent approach to investing. With this in mind, we employ a process that relies on analyzing economic and sector trends and the market conditions those trends indicate over time. This "top-down" style provides the basis for our investment decisions.
We then implement this methodology by utilizing a team approach that is the cornerstone of our investment process. Our team of seven professionals meet on a weekly basis to discuss macro trends and current market conditions, then formulate appropriate investment strategies for our clients.
This committee structure allows delegation of certain components of the investment process, utilizing the appropriate experience of each investment professional, with the team ultimately accountable for the final investment decisions. This foundation ensures a disciplined adherence to our investment philosophy.
With all the news about unscrupulous advisors and their investor victims recently, we feel that it is important for you to understand one very important benefit of dealing with Greenwood Capital Associates, LLC.
As part of the Countybank family of companies, we have a relationship with Countybank Trust Services. Why is this important to you? Because there is an arms-length relationship between the people who advise you on your investments and the people who have custody of your account and actually place the investments.
Countybank Trust Services has a fiduciary responsibility as custodian of your funds. So you can sleep easier at night, knowing there is a system of checks and balances in place to protect you.
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