Goodwin Investment Advisory
Goodwin Investment Advisory is a registered investment advisory firm headquartered in Woodstock, Georgia. The firm primarily manages investment portfolios for individuals, including both high-net-worth and non-high-net-worth clients, as well as a small number of pension and charitable organizations. As of April 2025, it manages approximately $344 million in assets and employs about 12 staff. Goodwin Investment Advisory serves clients across the United States, providing financial planning, portfolio management, and retirement solutions.
Investment Strategy
Goodwin Investment Advisory utilizes a diversified investment strategy tailored to individual client objectives, combining strategic asset allocation with a focus on long-term growth. The firm selects from a range of equity and fixed income securities, including ETFs and mutual funds, prioritizing risk-adjusted returns, diversification, and portfolio resilience. Their approach emphasizes fiduciary responsibility, ongoing financial planning, and personalized portfolio construction to meet the unique needs and risk tolerances of their clients.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBCG | FIDELITY COVINGTON TRUST | 52.25% | $45.2M | 938,001 | $30.39 | $48.24 | +$19.6M |
F FBND | FIDELITY MERRIMACK STR TR | 12.65% | $11.0M | 239,504 | $45.06 | $45.75 | -$1.4M |
F FVAL | FIDELITY COVINGTON TRUST | 5.82% | $5.0M | 78,879 | $49.84 | $63.87 | +$1.2M |
E ESGU | ISHARES TR | 5.54% | $4.8M | 35,470 | $93.12 | $135.30 | +$306.9K |
V VOO | VANGUARD INDEX FDS | 3.37% | $2.9M | 5,134 | $364.37 | $568.03 | +$247.0K |