As a high-net worth client you will count on receiving the best level of professional
investment advice and support to maximize your efficiency in managing  your
portfolio.

At GoodWin, we believe that each investor has individual investment preferences
and needs based on his/her risk-return profile, source and measure of wealth and
stage of life.   

Private Clients of GoodWin seek advice on management of their 401K, retirement
portfolios, family trusts, IRAs and accounts set up for specific purposes such as
for the education of their children, short/ long-term financial requirements to meet
any commitments or disbursements.

Customized Investment Policy Statements are prepared at the onset after
thoroughly reviewing and analyzing your return and risk objectives and investment
constraints such as any need for liquidity, your tax bracket, time horizon, legal
issues and any unique circumstances.  Your objectives and needs are reviewed on
an annual basis and should any change occur in your financial or personal situation
during the interim period.

Assets are allocated based on your risk-return profile among safe investment
classes.  Diversification is used to maximize return objectives and
ensure capital preservation by minimizing risk.

Once the investment policy is ascertained and the asset allocation strategies are
determined, the Portfolio Manager assumes the discretionary responsibilities for the
building, management and monitoring the portfolio.  The portfolio is managed to
align with your changing circumstances and the market / economic environment.  
The Portfolio Manager is a member of the Chartered Financial Analyst (CFA)
Institute, and is bound to their rigorous  Standards of Practice and Code of Ethics
and being a Fellow Member of the Securities Institute, UK is bound by the high
standards for practitioners in the investment industry internationally.

Since we concentrate on your overall wealth management for a robust long term
financial health, we work closely with your accountant, attorney and other
investment professionals to meet your long-term goals.

GoodWin also provides high-net worth clients with asset protection by way of
strategic portfolio management advice.