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A few simple steps gives us the privilege to serve you as your Investment Manager and / or Financial Planning Consultant.
The first step is to download and fill out aClient Investment Policy Statement Questionnaire.
You may either fax this to our office at (850) 432 9262 or email it directly to the Portfolio Manager at leelarao@goodwinasset.com.
Upon reviewing the Questionnaire, we will schedule an appointment for you to meet and discuss with the Portfolio Manager your future investment goals.
Once a formal Client contract or Investment Advisory Agreement is signed, we assume the role of your Investment Manager and / or Financial Planning Consultant.
At GoodWin we respect your privacy and hold the highest standards of ethics.
