Why Choose ProffittGoodson?
Looking Beyond
the Portfolio
Your financial life is more than your investments. We take the time to understand what you own, what matters to you, and who is already involved in your financial life. By working alongside your CPAs, attorneys, and other trusted professionals, we help connect the decisions being made and keep your bigger picture and Money Mission in view.
Investment Management
Disciplined investing guided by your goals, circumstances, and Money Mission.
Retirement & Cash Flow
Helping you think through how your resources can support the life you want to live.
Tax Considerations
Keeping tax considerations in view as investment and financial decisions are made.
Trust & Estate Coordination
Working alongside your attorneys and other trusted professionals to help connect your estate plan with your broader financial picture.
Business & Liquidity Events
Helping you think through the financial decisions that come with a business transition or other significant liquidity event.
Family & Legacy
Helping you consider how your wealth can support the people, priorities, and legacy that matter to you.
How we Work atProffitGoodson
We are true fiduciaries, bound by law and our code of ethics, to always prioritize your best interests. As independent RIAs, we keep our investment advice separate from managing your assets. 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.
How do we distill between valid investment opportunities and hype?
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.
Why work with ProffittGoodson?
INDEPENDENT AND OBJECTIVE:
We offer a true fiduciary relationship. Management fees are our only source of income. We receive no compensation from investments and will always put your interest first.
DIRECT, PERSONAL RELATIONSHIP:
You deal directly with the people responsible for making investment decisions on your account. We take a hands-on approach to ensure a complete understanding of your needs.
COMPLETE TRANSPARENCY:
We provide total transparency of our process, investment results, and all-in costs. You always know where you stand, what you are paying, and how you are performing against your goals.
HOLISTIC APPROACH:
We go beyond investments to provide cash flow analysis, tax planning, trust and estate planning, and other extended wealth services.
DEEP EXPERIENCE:
Our professionals have a combined experience of over 60 years building and managing tailored investment portfolios using a research driven, evidence-based approach.