Our Philosophy

Greenwood Trading's philosophy revolves around collaborating with our clients. By leveraging our intimate knowledge of their situations and our investment expertise, we create a platform from which we can achieve their objectives in a time horizon and in a manner commensurate with their current and future needs.

Greenwood Trading do not believe that pursuit of one's financial objectives should come at the expense of imposing undue limitations upon the individual's lifestyle. This is not to say, of course, that the accumulation of wealth is possible without some element of sacrifice and discipline but it is our view that investment planning should take into account the investor's need for access to liquidity for unforeseen events of an important nature and, with this in mind, flexibility is built into all our portfolios and our recommendations.