GOI

Overview

GOI is an independent Registered Investment Adviser organized as a limited liability company and operating with a fee model based on a percentage of assets under management. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it serves institutional-type clients in a limited capacity. GOI shows a clear investment preference for publicly traded equities as the core of its portfolios, while supplementing equity exposure with a range of third‑party alternative fund managers. The firm is not positioned as a capital allocator — it sources alternatives through external managers rather than running proprietary funds — and does not self-identify as an active ESG investor. Investment activity centers on liquid, exchange‑traded instruments for core allocations, with alternative strategies layered in for diversification and return enhancement. The adviser’s practice model is oriented toward managed discretionary relationships, suggesting portfolio-level customization and ongoing rebalancing rather than purely model-based solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices