Investment Management2024-04-26T08:41:21+00:00

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.

Investment Management Services in Woodstock GA

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.



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.

Get Started with Investment Management in Woodstock GA

how to hire us?

Get on a call


schedule an intro call

Our consultant will listen to your story and answer any questions you have during this free 15-minute intro call.

Meet with an advisor


meet with an advisor

One of our advisors will discuss managing your investments and your financial goals in a free consultation.

Join our client family


join our client family

Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.


Can I hire someone to help me create a retirement plan but not manage my investments?2024-03-12T13:52:23+00:00

Yes, we offer hourly paid retirement planning.

Depending on your needs and the complexity of your plan, this could range from $1,000 up to $3,000 for a comprehensive financial plan. 

How much are the fees?2024-03-19T13:35:49+00:00

Our fees are calculated based on your assets under management (AUM) with us, with a minimum of $1000 quarterly. The overall percentage decreases as the AUM increases, and the fees are typically taken directly from your investment accounts on a quarterly basis.

Under this model, you will have access all of our services and team. To view our client advisory agreement, click here.

We also have hourly paid financial consulting for financial planning and does not include investment management. Click here to learn more.

What are my next steps?2024-03-12T13:51:27+00:00

The first step is to schedule an intro call. 

Next, you will have a free 60-minute consultation in our office. We prefer to meet with you in-person, but we can accommodate you virtually if you prefer.

Thereafter, it is up to you if you want to schedule a second consultation to continue the conversation.

If you are ready to engage our firm, we will set up a meeting to sign the necessary documents and get you started on your journey as part of our client family! 

What can I expect on the intro call?2024-03-12T13:50:59+00:00

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

If you want to prepare, the most challenging question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors. 

When is the best time to hire a financial advisor?2024-03-19T13:28:22+00:00
  • Managing your assets has become increasingly stressful on your own.
  • You are unhappy with your current advisor.
  • You want to collaborate with a financial professional before making big financial decisions, such as deciding when to retire.
  • You realize you have handled most (if not all) of your investments, and your spouse needs someone they trust and can turn to for help if they outlive you.
  • You receive a significant inheritance.
  • You retire or change employers.
  • You need help deciding when to take your Pension or if it’s better to take the lump sum payout. 
  • You have a large amount of cash, such as after selling property or a business. 
  • You want advice on a tax planning and minimization strategy when it comes to managing your investments. 
  • You lack confidence in your current financial plan and want to know what you don’t know to help remove that uncertainty and bring security.
Why should I hire a financial advisor?2024-03-19T13:29:16+00:00
  • You’ve probably heard the quote, “If you want to go fast, go alone. If you want to go far, go together.”
    • Making decisions with a trusted financial advisor has proven time and time again to provide better outcomes than making decisions without a financial advisor. 
  • Please don’t take our word for it. Just search Google (or a different search engine if you prefer) with the phrase,
    • How much better returns do investors get with a financial advisor?
  • Here’s an article from the Wall Street Journal referencing a study done by Vanguard, which found that “advisors can potentially add 3% or more to a client’s net investment returns by picking cost-effective investments, behavioral coaching, and more.”
    • You might be surprised to see how much faster investments can grow over time, with an annual 3% increase.
  • Consider asking a friend who has hired a financial advisor why they hired one. And while you’re at it, check out our Google reviews online, where many of our clients shared why they hired us. 
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