Goodrich Asset Management LLC

Overview

Goodrich Asset Management LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm combines a percentage-of-assets fee schedule with hourly charges, which is consistent with providing both ongoing discretionary management and consulting or project-based work. Reported asset allocation skews toward liquidity — a substantial portion of assets is held in cash and cash-equivalents — suggesting a conservative posture or a transitional asset base that may be awaiting deployment. Business activity is limited in scale: the adviser is individually owned, not registered as a multi-state or pension consultant, and does not identify as an active ESG investor. Given the modest asset base and limited number of clients, Goodrich Asset Management LLC appears to operate as a boutique practice offering personalized management rather than running broad institutional programs or large pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices