GOODWIN CAPITAL ADVISERS, INC.
Firm details
- Headquarters
- HARTFORD, Connecticut
- CRD number
- 108290
- Registered since
- December 14, 1971
- Custodians
- STATE STREET BANK AND TRUST COMPANY, PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government60.35%
- Pension & Profit Sharing Plans30.64%
- Pooled Investment Vehicles9.01%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Goodwin Capital Advisers, Inc. is a corporate investment adviser focused on institutional mandates and pooled investment vehicles. The firm acts in CPO/CTA capacities and provides portfolio management for pooled vehicles as well as for businesses and institutions. Its investment approach leans toward fixed-income, with a particular emphasis on investment‑grade corporate bonds, and the firm identifies as an active ESG investor. Goodwin Capital Advisers, Inc. also maintains industry linkages spanning broker‑dealer activity, insurance company relationships, real estate brokerage, and sponsorship roles for limited partnerships and other pooled structures, which supports both traditional and private market deployment. Fee arrangements combine percentage-of-AUM pricing with fixed fees, consistent with institutional account work and managed pooled products. The ownership and organizational structure is domestic, with an individual owner, and the adviser has been SEC‑registered for multiple decades.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds53%
- Other27%
- US Government Bonds10%
- State & Local Bonds5%
- Exchange Traded Equities3%
Owners & executives
3 of 4JUNG LEE
Chief Operating Officer & Chief Financial OfficerCRD 2791334
LINWOOD BRADFORD
Chair and Chief Executive OfficerCRD 4179446
RICHARD SEGA
Global Chief Investment StrategistCRD 2241037
Contacts
3 of 4CYNTHIA BEAULIEU
Managing Director, Portfolio ManagementCRD 5033868
MATTHEW DALY
Managing Director, Head of ResearchCRD 2638773
LYNN RYAN
Managing DirectorCRD 2961638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HARTFORD, CT
HARTFORD
Location
HARTFORD, CT
Headquartered in HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 1 Financial Plz
- Time zone
- ET (UTC-5)
- Office locations
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