A leading independent investment advisory firm in the Southeast, offering wealth management and investment solutions to individual and institutional investors. Known for its holistic and tailored approach to understanding clients' financial needs and objectives.
1983
Privately held, owned by TCB Corporation.
Focuses on tailored investment strategies with disciplined risk management, considering clients' unique risk profiles and goals.
Greenwood, Sc, United States
About
Mission
We believe in simplifying the complexities of the financial world by taking a top-down perspective to assess the broader economic landscape and implement strategies that align with clients' goals.
Values
Trust, integrity, stewardship, and a commitment to understanding and responding to client needs.
Participant Demographics
Serving individual investors, business owners, institutions (e.g., non-profits, municipalities), and corporate retirement plans.
Track Record
Team Experience
Investment Committee averages 24+ years of industry experience
Notable Achievements
Established as one of the largest independent investment firms in the Southeast
Project Track Record
Managed multi-million-dollar pensions and institutional portfolios
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Greenwood, Sc, United States
Legal & Compliance
SEC
No major violations
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