Greenwood Investment Management Inc
6430 S Quebec St, Building 6, Centennial, CO 80111303-770-1250
www.greenwoodinvestment.com
Hours: 8am - -5pm Monday through Friday
Payment: !% per annum of assets under management, billed quarterly in arrears through the custodian.
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585-429-5100
Rochester, NY, 14606
About Greenwood Investment Management Inc
Categories: Legal & Financial | Investment Services
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Boutique investment management firm for corporations, individuals and family trusts. Each account managed separately. Founded in 1991, we are the premier wealth management specialists. Kenneth W James, CFA portfolio manager and founder. Fee only, no commissioned sales. $500,000 minimum.
Tags: money, manager, retirement, planning, ira, rollover, estate, investment, management, financial,
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Adding Lots of Value
Finally an investment manager who could actually manage money at a fair price and get results. I recommend this professional to any person who is tired of the same old approach.
By Franklin Townsend on June 24, 2009 at 03:30 PM
Experienced Manager
Over the years, Greenwood Investment Management, Inc. has provided a valuable resource to our CPA firm. They continue to add value in a professional manner and with high integrity.
By Jeff Orkin CPA on September 24, 2008 at 09:26 AM
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Welcome, we are honored to have you in our network! We specialize in new home construction, basement finish, remodeling, interior design, & commercial tenant finish. Thanks for the connection.
KEM Homes Construction Inc, March 22, 2011
This firm was very helpful to me in planning my retirement portfolio and strategy. Ken James is experienced and familiar with larger portfolios such as mine. I recommend this professional.
Walt W, May 05, 2008
