Info

We offer professional expertise in investment research and financial analysis of publicly-traded debt and equity securities. Higher risk areas such as options, commodities, futures markets, and short sales are not appropriate for most investors so we choose not to participate in those areas. Greenwood & Associates, Inc. does not provide accounting or legal services and does not provide custody or safekeeping of portfolio assets (funds or securities). Greenwood Group LTD. founded in 1992, is an affiliated company that provides qualified retirement plan design and third party administration services for investment clients of Greenwood & Associates, Inc. We currently serve as the third party administrator for money purchase plans, profit sharing plans, and 401(k) plans. This in no way reduces or limits Greenwood & Associates, Inc. fiduciary responsibility or the capacity in which Greenwood & Associates, Inc. provides services to investment management clients. Greenwood Group LTD. does not provide accounting or legal services, and does not provide custody or safekeeping of trust assets.