Goalvest Advisory LLC
GoalVest Advisory LLC is a boutique wealth advisory and investment firm headquartered in New York, NY, founded and led by Sevasti Balafas, CFA, CPWA®. Established to provide sophisticated, tailored investment strategies for high-net-worth individuals (clients with $2 million+ in assets), GoalVest delivers comprehensive wealth management, venture capital exposure, and structured note solutions. The firm serves over 1,100 clients, mostly high-net-worth individuals, and manages over $628 million in assets as of March 31, 2025. GoalVest combines family office-style service with institutional-caliber investment offerings and has approximately 9 employees.
Investment Strategy
GoalVest Advisory employs a hands-on, tailored approach focused on high-net-worth clients, offering a range of services including comprehensive wealth management, venture capital investments targeting next-generation blue-chip companies, and structured notes designed to achieve defined return outcomes across varied market conditions. The firm leverages rigorous institutional processes, personalized financial planning, and access to exclusive investment opportunities to help clients achieve their financial goals and maintain confidence in their financial future.
Top Holdings
Equity Positions (401)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 33.98% | $160.3M | 261,688 | $412.90 | $612.38 | +$24.4M |
V VUG | VANGUARD GROWTH ETF | 8.12% | $38.3M | 79,825 | $295.76 | $479.61 | +$4.2M |
S SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 4.08% | $19.3M | 568,062 | $32.82 | $33.89 | +$1.6M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 2.79% | $13.2M | 40,149 | $191.52 | $328.17 | +$565.5K |
I IEFA | ISHARES CORE MSCI EAFE ETF | 2.25% | $10.6M | 121,675 | $75.92 | $87.31 | +$1.7M |