Consistent long-term excellent performance track record
GoodWin Asset Management aims at providing the clients with superior long-term performance. We do not conduct any trades to achieve short-term outperformance but build a conservative portfolio that allows you to achieve your future goals on a timely basis. We buy or sell only after we have conducted a thorough analysis and this practice of ours ensures tax-efficiency and low turnover.
Low Management fees and secure custody of assets
Low management fees which include the cost of custody at a regulated financial institution. Your assets are held in your name, and continue to be identified as your property – unlike assets held by brokerage firms.
Direct Interaction with the Portfolio Manager on your Investments
GoodWin Asset Management directly manages the assets of the clients. It is normal practice for financial advisors to invest assets of the clients into some mutual funds. The clients never gets to meet with the person who actually manages his or her hard earned assets and, further, the funds are not actually tailor-made for the client's return requirements and risk profile. With GoodWin, you meet with the Portfolio Manager and discuss your long-term financial goals, risk preferences, time horizon and any unique circumstances you may have. The Portfolio Manager then reviews your individual situation under various scenarios and tailors the entire portfolio just for your need. She also meets with you on a yearly basis to discuss the performance of your assets and reviews your financial health at that time. You also get to discuss with your Portfolio Manager on any changes in your financial status in between your meetings with her or him so that appropriate changes can be effected to your investment portfolio to meet your goals well in time.
We are NOT just another financial advisor
GoodWin does not sell any other financial institution's products or services like many other financial advisors do for commissions or kickbacks. We are not tied to any other financial services institution. You do not pay us a fee for selling someone else's products or services, but compensate us genuinely for managing your assets, which we directly do. Hence you are not paying other hidden fees. We are a fee-only Investment Management firm.
Safe domestic and international diversification
At GoodWin Asset Management we give great importance to focused domestic and international diversification. We are continuously conducting an in-depth analysis of the global macro-economic situation and the corporate financial health in order to come up with a wide selection of securities which can find a place in our clients' portfolios.
Being a client of GoodWin, you are not buying into packaged financial products of financial institutions and assume that you are diversifying, but on the contrary, your portfolio is designed for you from our large universe of safe global securities bearing in mind your individual return and risk circumstances.
Absolute transparency with our clients
At GoodWin, we believe in absolute transparency in all our dealings with our clients since we hold ethical standards to be of great importance.
