Asset Management, Inc

Professional Wealth Management Firm

ASSET CLASSES

GoodWin  believes in timely and strategic diversification to increase the efficient
frontier of the portfolios of its clients.  

Depending upon the situation and profile of the respective clients the Portfolio
Manager advises and allocates the assets among the following range of asset classes:

Stocks
Large Caps
Mid- Caps
           Small Caps             

Fixed Income
Treasury
Corporate
Convertible

International Securities
Stocks
Fixed Income
Real Estate Funds

Emerging Market Securities*
Stocks
Fixed Income

Real Estate

Derivatives**
 

*Emerging Market Securities are used in very small percentage (less than 5% of the overall portfolio) and only for clients who are comfortable with the risk factors.
**Derivatives are used only to execute risk management techniques and for qualified
investors.
 

Send mail to admin@goodwinasset.com with questions or comments about this web site.
Copyright © 2008 GoodWin Asset Management, Inc
Last modified: 11/20/08