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Greenwood Investors LLC
SEC-regulated
Registered investment advisor
GreenWood Investors LLC is a global investment manager founded in 2010 by Steven D. Wood. The firm focuses on areas of pessimism, structural inefficiencies, and low competition to add value to investments. Their investment strategy involves collaborating with management teams and boards of directors to optimize risk-adjusted returns. GreenWood offers investment supervisory services, including asset allocation, selection, and risk monitoring. They manage funds such as the GreenWood Global Micro Fund and the GreenWood Builders Fund series, with fees ranging from 0% to 1.5% annually, along with performance-based fees. The minimum investment is $10,000 for separate accounts and $100,000 for funds. Clients have limited control over their investments, with GreenWood having discretion for security selection and transactions. The firm does not participate in wrap fee programs and does not receive soft-dollar benefits. GreenWood Investors LLC does not have custody of client accounts and does not accept voting authority for client securities. The firm has no material disciplinary disclosures and maintains a transparent fee structure for clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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