portfolio / investment management

Our expert advisors provide disciplined, dynamic, and carefully curated investment strategies, because that is the foundation of Goodwin Investment Advisory’s investment management process. Our time-tested strategies are designed to meet your individual, long-term investment goals and objectives. Our advisors are well versed in all of these investment asset allocation strategies: global, domestic-only, environmental social governance (ESG)-only, interval funds.

Our advisors and staff invest in the same things we invest your money in. Why? Because, we are confident in the investment portfolios we recommend to you.

goodwin-investment-management-02-1200x800_2

Interval Funds

In addition to the standard offering of diversified portfolios in stocks and bonds, we also offer Interval Funds – which are alternative investments that offer some potential benefits in exchange for reduced liquidity, and only at stated intervals – typically quarterly. Check out our podcast where Justin Pitcock shares his insight on Interval Funds. This is another investment option that you can consider when creating your overall investment portfolio. 

Potential benefits

  • Ability to invest in private real estate and in private loans, which typically require longer commitments and have less liquidity
  • May offer higher levels of income and return compared to traditional stocks and bonds
  • Potentially more tax efficient than traditional fixed income
  • Provide more diversification
  • Potentially reduce overall portfolio volatility through investments that have low correlation to traditional investments

Note: All investment carries risk, and the benefits of Interval Funds may not outweigh the risks and disadvantages, and therefore you should always consult with your Financial Advisor before deciding on investments.

our approach consists of 4 core pillars:

tactical asset allocation

tactical asset allocation

We believe in decision making based on a process and not on emotion. We curate strategies based on a history of strong performance while dynamically positioning for the future.

funds only

funds only

We implement a macroeconomic strategy by investing in mutual funds and exchange traded funds that target specific areas of the market.

diversify

diversify

We build portfolios that are spread out across multiple healthy long-term asset classes.

low cost

low cost

Low cost Investment selection – we place an emphasis on using low cost investment funds.

get started

We know you have questions. “What are your fees?” “What exactly can you do for me?” We understand your questions and we want to have a conversation with you to address them. We also want to hear your story and help guide you and be your advocate to help you achieve your financial goals and dreams. Schedule a 15-minute intro call with Tara to get started.

achieve your financial goals