Why Choose ProffittGoodson?

How do we distill between valid investment opportunities and hype?

How we Work atProffitGoodson

We are true fiduciaries, bound by law and our morals, to always prioritize your best interests. As independent RIAs, we keep our investment advice separate from managing your assets, ensuring there are no conflicts of interest. Our recommendations are guided by the objective of supporting your long-term goals, without the influence of hidden motivations.

Our independence allows us to align our collective interests and make critical unbiased judgments on your behalf. As independent advisors we get to play with the “whole deck of cards.” The research we utilize, portfolios we build, and outside managers we employ are all chosen without Wall Street restrictions, as your aspirations lead the way.

WhatWe Do :

  • Craft a plan according to your specific financial needs, challenges, and risk preferences.
  • Focus on global investment opportunities with attractive risk & return characteristics within the framework of your investment policy.
  • Balance active management of individual securities with low-cost indexing for broad diversification, risk management, and cost control.
  • Constantly evaluate new products, technologies, and tools to isolate investment fads from valid opportunities.

WhatWe Don’t Do :

  • Buy expensive mutual funds or proprietary Wall Street products, layering fees upon fees.
  • Invest in opaque investments where risk cannot be adequately assessed, no matter how highly promoted they are at the moment.
  • Buy investment products that are superficially attractive but fundamentally flawed.

We are steadfast in our mission,so you can focus on yours.

Our foundation and endowment clients can focus on furthering their mission with confidence and clarity, knowing their money also serves their organization.

We bridge evidence-based financial strategies and a direct relationship.

With over three decades of experience, we've honed our expertise in managing funds for nonprofits, blending institutional insight with grassroots dedication. And as independent RIAs, we can work to ensure our mission aligns with yours.

Our approach combines the best of academic rigor with real-world results.

We start with low-cost indexing and add an active management layer that's supported by well-grounded investment philosophy and process. This dynamic combination adds security to your portfolio and empowers your nonprofit with flexibility.

We're not just advisors; we're your financial partners in stewardship.

Our goal is to help nonprofits showcase their responsible fund management, inspiring donor confidence and support. We understand the unique challenges nonprofits face, and our tailored approach ensures stability through transitions.

Transparency is at the core of what we do.

We're not tied to any one institution, meaning we can scour the market to find the best options for you. Our commitment to your mission drives everything – from building diverse portfolios to offering expert guidance in investment policies.

We are equipped to understand the complexity of your organization and have the expertise and perspective to identify appropriate investment strategies and opportunities.

Guided by the highest standard of fiduciary care, we place our client’s interests above all else.

We help our Nonprofit Clients drive donations from like-minded individuals who believe in their mission.

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