Vertical Capital Markets Group to Wholesale Greenwood Capital SMAs and Crescent Mutual Funds
Irvine, CA, June 12, 2014 --(PR.com)-- Vertical Capital Markets Group today announced that it has entered into an agreement with Greenwood Capital Associates, LLC of Greenwood, S.C., to be the wholesale marketer of The Crescent Funds and Greenwood Capital’s Separately Managed Account strategies.
“Greenwood Capital combines the integrity of Main Street with the vast expertise of Wall Street,” said Bayard Closser, President of Vertical Capital Markets Group. “They do this by evaluating their world a mile wide from a broad macro-economic perspective to develop key investment themes, which are then analyzed a mile deep and implemented across Greenwood Capital’s Investment Strategies.”
The wholesaling of The Crescent Funds, which include the Strategic Income Fund (GCSFX) and Large Cap Macro Fund (GCILX), will add additional variety and versatility to Vertical Capital’s other mutual fund offerings that focus on “unconventional, innovative investment solutions,” according to Closser.
“Marketing the proprietary Investment Strategies via Separately Managed Accounts, coupled with direct access to The Crescent Funds, will enable advisers to access our variety of disciplined offerings including a full array of Equity, Fixed and ETF strategies,” said J. Philip Bell, President of Greenwood Capital. “It is our unique perspective that we believe has afforded our clients prudent growth with an always watchful eye toward downside risks.”
About Vertical Capital Markets Group
The Vertical group of companies, founded in 2004, provides access to an outstanding team of professionals with strong backgrounds in banking, finance, and investing. Our senior partners combine to have more than 150 years of collective experience in the manufacturing, marketing and distribution of financial service products to retail broker-dealers, registered investment advisors, family offices and individual investors. Collectively, the Vertical Capital team has raised more than $100 Billion since 1983.
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