Proffitt & Goodson Inc.
Proffitt & Goodson Inc. is a Knoxville, Tennessee-based SEC-registered investment advisory and wealth management firm founded in 1986 by David Goodson and Jim Proffitt. The firm emphasizes a client-focused approach, providing investment management, retirement planning, tax planning, estate and trust management, and pension consulting services, primarily serving families, individuals with generational wealth, entrepreneurs, professionals, nonprofits, foundations, and endowments. As of 2025, the firm manages over $600 million in client assets and employs a team of client service professionals, analysts, and advisors. Their mission is to provide transformative outcomes through personalized financial advice and deep fiduciary care, helping clients align wealth decisions with life goals.
Investment Strategy
Proffitt & Goodson employs a disciplined, long-term investment approach combining active stock selection with low-cost indexing. Their strategy emphasizes diversification, risk management, and personalized portfolio construction based on client objectives, risk tolerance, and cash flow needs. For institutions and nonprofits, they design and implement investment policy statements and maintain diversified portfolios to manage risk and support organizational sustainability. For families and individuals, the firm integrates investment management with tax and estate planning, ensuring that each client's portfolio remains aligned with their financial goals and legacy plans. The firm utilizes a blend of proprietary research and broad market exposure through ETFs and index funds to achieve efficient, goal-oriented outcomes for a wide variety of client types.
Top Holdings
Equity Positions (443)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.53% | $101.3M | 165,362 | $411.25 | $612.38 | +$32.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.74% | $74.9M | 1,249,657 | $41.60 | $59.92 | +$4.5M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.76% | $61.1M | 1,016,994 | $59.25 | $60.03 | +$3.0M |
V VTI | VANGUARD INDEX FDS | 8.30% | $57.9M | 176,375 | $91.01 | $328.17 | +$4.4M |
V VCSH | VANGUARD SCOTTSDALE FDS | 6.36% | $44.3M | 554,355 | $78.87 | $79.93 | +$2.0M |