GOOD NEWS FINANCIAL & INVESTMENT ADVISORS, LLC

Overview

Good News Financial & Investment Advisors, LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a fee-for-service advisor using a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Investment activity is tilted toward public equities: the firm identifies equities as its preferred asset class and holds a material portion of assets in exchange-traded equities. It also allocates to third-party real estate strategies and uses mutual funds as part of its client portfolios. The firm lists an insurance company affiliation, which suggests it may incorporate insurance-based products into planning and portfolio solutions when appropriate. Good News Financial’s scale and service model point to a high-touch, hands-on approach tailored to relatively modest account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices