Why Choose ProffittGoodson?

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.

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. We have no underlying motivations or factors driving our recommendations, other than to serve our clients’ best interest and long term goals.

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.

What we do is just as important as what we don’t do

Why work with ProffittGoodson?

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.

HOLISTIC APPROACH

We go beyond investments to provide cash flow analysis, tax planning, trust and estate planning, and other extended wealth services.

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.

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.

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.

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.

No underlying motivations drive our recommendations beyond serving your long term goals.

HowWe Work

Total Wealth Management

  • We take a holistic approach to creating comprehensive financial plans, in a team centering you. We maintain a network of experienced legal and tax professionals to assist with outside financial changes as they arise.

The Gold Standard for Institutional Investors

  • We are a CFA centric organization, with a number of Chartered Financial Analysts, designated to meet the Gold Standard for Institutional Investors. We pride ourselves in maintaining the highest industry standards for knowledge, ethics, professional development, and capital market integrity.