Greenwood-Investments is a full service investment firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.
Our vision is to create an investment firm of which we would want to be clients.
What does that mean to us?
-Employ an understandable investment strategy based on sound principles.
-Manage a focused portfolio of businesses and their entity.
-Build meaningful relationships with our limited partners and clients.
-Are committed to operational excellence.
Our Mission Statement
“Greenwood-Investments is in the relationship business. Everything we do with our clients is designed to build trust and confidence in the integrity of our firm, With the belief that we are both stewards and custodians of our clients’ financial dreams, it is our goal to deliver superior service.
As an independent Investment services firm, we act in the best interest of our clients. We can design, monitor, and help you achieve your financial goals.”
For more information about our firm and the services we offer, contact us today.