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. We recommend global, domestic-only, or environmental social governance (ESG)-only model asset allocation strategies.

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.

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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.

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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.

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