Greenwood Capital brings a legacy of direct experience managing investments for and advising foundations and endowments. When working with your institution, we view ourselves not only as a financial partner and fiduciary, but also as stewards of the funds with which you are entrusted. Along with a legacy of investment management, Greenwood Capital has a proud tradition of becoming an integral part of the mission of the foundation and / or endowment.
Greenwood Capital has the expertise of Wall Street with the benefit of our team being right here in South Carolina. This affords you direct access to professionals with unparalleled expertise that is proudly rooted in Upstate SC. With a Private Client Advisor dedicated to your relationship, you enjoy direct access to an experienced professional managing and reviewing your investment portfolio. With our team approach you may also take comfort in knowing there is continuity in managing your overall relationship. With today’s volatile market conditions, value is found in advisers dedicated to managing the investments of their clients and who provide the market expertise where you need it most – closer to your home and office.
Foundations and Endowments benefit from our consultative approach to developing and implementing an investment policy statement. With an investment mandate in place, we are able to monitor, report, and adjust adherence to your governing statement. As partners, we will work together to maintain investment strategies tailored to achieve your goals and objectives.