For individual and institutional investors at Greenwood Capital, we strive to maintain a proper perspective in today's complex economic landscape. Our clients find a true financial partnership with our team. We take a macro-level approach of the economic world and market trends to assure a holistic understanding of our clients' needs and objectives.
Greenwood Capital is one of the largest independent investment advisory firms in the Southeast with more than 30 years of experience. *With lessons learned from the past and a watchful eye towards the future, we remain disciplined in our methods.
*Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all of the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.
TRUE Private Wealth Advisors was founded with the belief that independent financial advisors who act as fiduciaries are uniquely positioned to deliver unbiased and uncompromised advice to their clients. At TRUE Private Wealth Advisors, we have built a wealth management firm that leverages the advantages of independence to better serve our clients through a fully open architecture solutions platform that’s objective and transparent.
Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions. RVP believes that asset allocation is the most critical component of a portfolio's total return and we work with clients to find a strategy that fits their financial needs and risk tolerance. RVP was founded in 2004 by Maury Fertig and Bob Huffman. Maury, Bob and the rest of the professional team have over 100 years of combined investment experience and continue to invest a part of their personal assets alongside RVP's clients.