Greenwood Pine Partners offers portfolio management using a value-oriented investment approach. They seek to invest in growing, financially sound companies with strong management at prices below their assessed intrinsic value. Greenwood Pine primarily invests in equity securities but may also invest in debt or convertible securities. Greenwood Pine seeks clients whose investment needs are consistent with their long-term, value-oriented approach and permits clients to specify their own guidelines and restrictions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.88% |
| $25M+ | 0.75% |
Fees are negotiable.