portfolio optimization
invest confidently
secure retirement
Uncertainty about how to effectively invest to minimize risks and optimize gains.
Worried your investments won’t be enough to maintain a comfortable retirement?
Does it feel like you are chasing the proverbial carrot, with no end in sight of how much will be enough to retire comfortably? With GIA’s tailored strategies, we want to help you gain clarity and control aligning your portfolio with your long-term objectives. Step confidently into your financial future with GIA, where personalized guidance meets expert strategy.
Strategic asset allocations designed for your retirement plan
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 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.
Portfolio management
At GIA, we offer tailored portfolio management that aligns with your long-term financial goals. Our expert advisors ensure your investments are well-positioned for growth and security.
Asset allocation strategies
GIA’s asset allocation strategies are designed to optimize your investment returns while managing risk. Our advisors use strategic insights and a team to craft portfolios that fit your risk tolerance and financial goals.
Alternative
investments
Invest in interval funds for access to alternative markets like private real estate, credit, infrastructure, and equity. These funds aim to enhance your portfolio’s income, return, and diversification, offering substantial long-term benefits.
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
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.
investing principles
your investment performance is our top priority
tactical portfolio management
tactical portfolio management
We make changes to your portfolio as economic conditions change.
process-driven approach
process-driven approach
Capital Market Assumptions drive asset allocation, and fund selection is key. Top-rated funds are reviewed quarterly.
diversification
diversification
Investment strategies are back tested over the past 70 years to optimize risk adjusted returns.
low cost
low cost
We use the lowest cost share class available, often not available to DIY investors.
domestic bias
domestic bias
Most of our competitors recommended costly international investments while their pertormance has lagged the US market for well over a decade.
tax efficiency
tax efficiency
We manage your portfolio based on your individual tax situation.
Align with a trusted investment team
When you partner with Goodwin Investment Advisory, you gain more than just a service; you gain a lifelong ally in wealth management. Our dynamic strategies and personalized approach make us the ideal guide for your financial well-being.
How to hire us
Schedule your consultation
Contact Goodwin Investment Advisory today to schedule your complimentary introductory consultation. This is your first step towards personalized financial planning and investment management.
Achieve financial success
Implement your personalized investment plan and begin making your financial goals a reality. Enjoy the peace of mind and security that comes from knowing your financial future is in expert hands.
Our client experience: Real results, real people
Cindy Rincon
Retired
“Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man! Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement. Additionally, Goodwin Investment Advisory’s many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty. I am grateful to be a client of this advisory team!”
Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these testimonials and endorsements by existing clients and other individuals. We are also not aware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Opinions and comments given by GIA clients or other individuals may not be representative of any other person’s experience with the firm.
Start with a conversation to share your situation and ask questions.
It’s normal to have reservations about entrusting your finances to an advisor. That’s why at Goodwin Investment transparency and trust are at the core of everything we do. We invest alongside you, a reminder that our interests are aligned with yours. —let’s start the conversation and let us address your concerns. We want to equip you with the knowledge and confidence to make informed decisions.
