GOLDSBOROUGH CAPITAL MANAGEMENT, LLC

Overview

Goldsborough Capital Management, LLC is an independent registered investment adviser that serves a small book of individual, family and institutional clients. The firm combines portfolio management and financial planning with related accounting and insurance brokerage capabilities, which suggests an emphasis on coordinating investment advice with tax and insurance planning. Their stated advisory services include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity is concentrated in equities, with a clear preference for exchange-traded instruments. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. Fee arrangements are flexible — the firm charges fees based on a percentage of AUM and also uses hourly and fixed-fee structures for some services, which can accommodate both ongoing advisory relationships and project-based work.

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