Goodwin Mission
GoodWin Asset Management  
 
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GoodWin Asset Management, Inc. is a fee-only professional investment management and financial planning firm registered in the states of Florida, Georgia and New York. We are not partial towards any investments or financial products.
 
We are only compensated by you and we work only for you and for none other than you!!
 
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Investment Philosophy  
Our highly disciplined and conservative investment philosophy is based on four key facets -  
      Methodical solid exhaustive research
      Time-tested fundamental investment principles
`     Long-term approach and low turnover
      Risk management and focused diversification
 
  investment philosophy
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Portfolio manager
 
Leela Rao, MBA, CFA, FSI, President & Portfolio Manager of GoodWin Asset Management, Inc. practices research-oriented strategic and conservative asset management. Apart from her illustrious academic background, Leela comes with a wealth of exceptional professional experience in the international financial market, having worked for top financial institutions in the US, the UK, Switzerland, and India in asset management.
 
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Goodwin Importants Links    
    Consistent long-term excellent performance
    track record
    Low Management fees and fee-only investment
    management
    Secure custody of assets in your name in a
    regulated Financial Institution
    Direct interaction with the Portfolio Manager on
    your investments
    We are NOT just another Financial Advisor
    Safe Domestic and International Diversification
    Absolute transparency to clients
    Secure financial planning advice
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Performance
performance performance
GoodWin Asset Management has outperformed the Comparative Global Benchmark index consistently since inception and has managed to not only preserve
but also appreciate the capital of the clients even during the downtrend in the global capital markets.
 
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Our Clients
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.
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Our clients
     
Getting started with us
   
Getting started with us
Thanks for visiting our website to know us. Now please follow a few simple steps to engage us to manage your investments or to seek our advice on strategic financial planning.
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GoodWin Corporate Presentation
 
GoodWin Strengths
  Tailored Investment Policy
    just for you
 

Asset Allocation Strategy

  World class In-house Portfolio
    Management Capabilities
  Multi-Market, Multi-Manager
    Investment Program
  Safe Domestic and
   

International Diversification

  Customized Portfolio
   

Performance Reporting

  Portfolio Structure &
    Diversification Strategies
  Secured Financial Planning
     Advice
Goodwin Strengths
 
BSE
DOW JONES
FTSE
NASDAQ
NIKKEI
S&P 500
DAX
CAC 40
SSE
BOVESPA
 
what goes into building your Portfolio
GoodWin uses a Strategic Seven-Step process to build you a customized portfolio.
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