For Institutions –
A personalized approach to help our clients meet their goals
We are proud to maintain a 100% retention rate for our institutional clients. We employ an investment philosophy that emphasizes portfolio management that is personalized to your needs, using actively-managed portfolios composed predominantly of individual stocks and bonds. A personalized approach helps assure that holdings in your portfolio are in accordance with your particular investment goals and risk tolerance. We primarily use individual securities to avoid the layering of fees and the lack of personalization that are associated with mutual funds and the generic model portfolios used by many financial advisory firms.
We believe the customized service we provide each client sets us apart and allows us to meet each entity’s unique requirements. We focus on your investments, so you can focus on your organization’s goal.
Institutional clients include:
Investment Policy and Responsiveness
- 501(c)3 charitable organizations
- Other non-profit entities
- Pension funds
- Cash balance plans
- Profit sharing plans
Foundations and Endowments
- Private foundations
- Scholarship endowments
- Community service endowments
- Professional and trade associations
- Alumni associations
- Homeowners’ associations
Purpose and Mission
Here at Goodman Financial, we have firsthand knowledge of the type of issues and challenges that institutions face as several members of our professional team have served on or chaired various institutional boards, finance committees, and investment committees. This insight, paired with our personalized approach, help us to better meet the needs and goals of our institutional clients.