GOODRICH FINANCIAL GROUP, LLC

Overview

Goodrich Financial Group, LLC is a small, fee-based advisory firm that manages discretionary portfolios for individuals and families, with a focus on equity-centered allocations. The firm runs portfolio management programs for individual and small business clients and favors exchange-traded equities and ETFs as the primary building blocks of client portfolios. Their stated fee model is a percentage of assets under management, and they do not identify as an ESG-focused manager. Operationally the firm appears to run separate managed accounts and uses model-driven equity exposure rather than an allocation-heavy multi-asset approach. Given the modest scale of assets, investment decisions appear concentrated and likely tailored to each client relationship rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices