GOAR, ENDRISS & WALKER, P.A.

Overview

Goar, Endriss & Walker, P.A. is a small, advisory-focused corporation that combines financial planning and portfolio management for individuals and small businesses with selection-of-adviser activity. The firm reports a fully discretionary investing mandate across the assets it manages, but its fee approach is nontraditional for asset managers: filings list hourly charges and other fee arrangements rather than a pure AUM-based schedule. Operationally the firm appears to act in multiple roles, including serving as an “other financial product salesperson” and working with outside accountants, which suggests a business model built around planning, product placement and outsourced manager selection rather than in-house security-level stock picking. Investment activity is concentrated in pooled public vehicles. The firm favors mutual funds and other public funds as its primary execution vehicles and leans on third-party managers and custodial platforms to implement client portfolios. Given the reported use of “selection of other advisers,” the firm likely allocates client assets to external strategists or model portfolios rather than maintaining a large suite of proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices