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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investment management

our approach consists of 4 core pillars:

diversify

diversify

We believe in diversification so our strategies exclusively use funds and not individual securities as funds typically provide instant diversification in certain areas.

buy-and-hold

buy-and-hold

We believe in time-in, not timing. We are a buy & hold firm. We do not go to cash. We do not use tactical strategies.

dynamic asset allocation

dynamic asset allocation

We believe in asset allocation as a way to appropriately control risk of portfolios with different time horizons.

process-driven

process-driven

We believe in decision-making based on a process and not on emotion. We curate strategies with a history of strong performance in both good and bad markets.

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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 Beth to get started.

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achieve your financial goals