GOALVEST ADVISORY LLC

Overview

Goalvest Advisory LLC is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and pooled investment vehicles. The firm operates with a mix of percentage-of-AUM, hourly and flat-fee engagements and reports serving both individual/family and institutional clients. Portfolio construction emphasizes public funds/mutual funds and broad ETF exposure, with active use of pooled vehicles the firm sponsors or manages. Goalvest is not positioned as an ESG-focused allocator. Investment activity centers on diversified, fund-centric allocations supplemented by targeted alternative exposure. The firm acts as sponsor, general partner and managing member for pooled investment vehicles, indicating experience operating private funds in addition to advising client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices