Greenwood Capital Expand Retirement Solutions, Recognize W. Coxe and D. Lollis for Achieving Retirement Credentials
Greenwood Capital Expand Retirement Solutions, Recognize W. Coxe and D. Lollis for Achieving Retirement Credentials
GREENWOOD S.C. – Greenwood Capital announces the expansion of its group and individual retirement plan/account solutions utilizing proprietary unified managed account (“UMA”) models, enabling plan participants/clients to customize their retirement accounts for their investment objectives, risk tolerance, and time horizon. The Greenwood Capital UMA solution is comprised of exchange traded funds (“ETFs”) that are utilized either in a group retirement solution (e.g. 401(k) and 403(b) plans) where each participant may choose the model to be applied to their account, or at an individual account level, such as an individual retirement account (“IRA”), SIMPLE IRA, Roth IRA, Solo 401(k) and Roth 401(k) plans, and Simplified Employee Pension IRA (SEP). Models range from 100% fixed, 100% equity (with or without international equity), and may be tailored by each client.
“Greenwood Capital has worked with the hard-working people of the state since our inception when we managed the pension investments for a local textile mill,” said Walter Todd, President and Chief Investment Officer. “In fact, we have been managing retirement assets for nearly 40 years.
“We are humbled to continue to be a trusted advisor for our clients as they plan for their post-work lives,” continued Todd. “The utilization of ETFs enables clients to customize their retirement plans individually, or working with a third-party administrator within their group retirement plans, while offering diversity and managing plan expenses.”
With this expansion in services, Greenwood Capital is also committed to providing a solid foundation in retirement knowledge. “With the ever-changing landscape of retirement solutions, we wanted to ensure we are investing in our team to provide solid short- and long-term retirement advice that considers the unique needs of today’s investors combined with the variety of solutions,” said Brian L. Disher, Director of Wealth Management.
Greenwood Capital is pleased to recognize William M. Coxe, Jr. for achieving the Chartered Retirement Planning CounselorTM (CRPC™ designation) and Denise H. Lollis, for achieving the Certified Planning Fiduciary
riety of services for the individual as well as institutional clientele. Using a top down approach and direct experience in managing proprietary investment strategies, Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing more than $1.5 billion in assets nationwide.
To learn more about Greenwood Capital, visithttps://greenwoodcapital.com/retirement/
About Greenwood Capital Associates: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers a variety of services for the individual as well as institutional clientele. Using a top down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.5 billion in assets nationwide. 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 the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.
