GOODMAN ADVISORY GROUP, LLC

Overview

Goodman Advisory Group, LLC is an independent registered investment adviser that combines financial planning with discretionary portfolio management for individuals, families and institutions. The firm favors public funds and mutual funds as core building blocks while supplementing portfolios with direct equity positions and targeted ETF exposures. Their advisory services also include educational seminars and workshops, and they charge a mix of percentage-of-AUM, hourly and fixed fees. Investment activity shows a bias toward liquid, broadly accessible vehicles: ETFs are a large part of the equity sleeve, while mutual funds remain the most-used single asset type. At the same time the firm allocates to third-party alternative managers—principally hedge funds, direct real estate exposure and REITs—to add diversification and non-correlated return streams. Goodman Advisory Group, LLC is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices