Phone: (864) 942-1500

Greenwood Capital Associates, LLC for Institutional Investors

Greenwood Capital Associates, LLC is a Registered Investment Advisory Firm, offering proprietary Large-Cap and Fixed-Income products to institutional investors while advising endowments and foundations around the nation for more than 25 years.

Summary

Our "Top-Down" Approach Makes Us Different

Greenwood Capital's 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.

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.

Products

Equity

Our proprietary Large-Cap Equity products are available for in two versions, one managed specifically for inclusion in Employee Benefit Plans. In both cases, Greenwood Capital uses a disciplined approach in the management of equity portfolios. We invest in high quality, large capitalized companies with a history of strong earnings growth. To learn more, we invite you to visit our website.

Fixed Income

Our Fixed-Income products are also available in two varieties, one managed specifically for inclusion in Employee Benefits Plans. Both focus on capital preservation. Greenwood Capital uses a total return, active approach to fixed income investing. To learn more, we invite you to visit our web site.

More Information

For more detailed information on Greenwood Capital Associates, LLC; including our history, philosophy, portfolio management, and quarterly market updates and observations, we invite you to visit our web site at www.greenwoodcapital.com.