Goddard Investment Group is an experienced investment management firm providing personalized financial solutions for clients. With over 30 years of experience, they take a goals-based approach to investing and focus on understanding each client’s unique needs. Their investment philosophy combines active portfolio management, rigorous research, and risk management to help clients achieve their financial objectives. This article will provide an in-depth look at Goddard Investment Group’s services, investment approach, and client benefits.
Comprehensive Financial Planning and Wealth Management
Goddard Investment Group provides comprehensive financial planning services to help clients achieve their short and long-term goals. Their team of CFP professionals can assist with retirement planning, education planning, insurance planning, tax planning strategies and more. They take the time to understand each client’s complete financial picture. With this holistic approach, they are able to make personalized recommendations tailored to the client’s objectives.
Customized Investment Management with a Personal Touch
Goddard Investment Group practices customized investment management, constructing individually tailored portfolios for each client. Their investment committee oversees the portfolio management process, regularly reviewing market conditions and making tactical adjustments when appropriate. Client portfolios are diversified across asset classes to manage risk. The firm favors active management, selecting securities based on in-depth research and analysis. Clients appreciate the personalized attention they receive from their dedicated advisor.
Rigorous Research and Due Diligence
Goddard Investment Group adheres to a rigorous research and due diligence process when evaluating investment opportunities and selecting securities. Their investment team reads research reports, conducts independent analysis, and evaluates quantitative data. They also perform onsite visits to companies and interview management teams. This in-depth research provides valuable insights that inform their investment decisions. Clients can have confidence knowing that each investment recommendation is backed by careful analysis.
Focus on Risk Management
Risk management is an essential component of Goddard Investment Group’s investment process. Their advisors use sophisticated risk measurement tools to analyze portfolios and ensure proper asset allocation. They periodically rebalance portfolios to maintain target allocations. Goddard also emphasizes diversification across securities, sectors, and geographic regions to mitigate risk. Limiting drawdowns helps protect client capital during periods of market turbulence. Their prudent approach provides clients with peace of mind.
With over 30 years of investment experience, Goddard Investment Group provides personalized wealth management solutions. Their comprehensive financial planning, customized portfolios, rigorous research and risk management help clients achieve their financial goals.