Goodman Asset Management, Inc.

Overview

Goodman Asset Management, Inc. is an independent registered investment adviser that serves a small, affluent client base of individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses, and its principal business affiliation is accounting — suggesting tax-conscious portfolio construction and reporting are part of the client service mix. Goodman operates as a non-capital allocator (not running pooled funds) and is not positioned as an active ESG investor. Investment activity centers on a clear preference for public equities, with the firm's mandate skewed toward exchange-traded instruments. The firm manages client relationships on a largely non-discretionary basis, meaning clients retain final trading authority and Goodman provides advice, model construction and implementation guidance rather than unilateral trading control. Billing is flexible: Goodman charges a percentage of assets under management and also offers hourly and fixed-fee engagements.

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Location & Offices