A complete list of active advisors currently associated with Goodrich Asset Management LLC

Warmer can help you find a great advisor at Goodrich Asset Management LLC or one who fits your needs even better.

Goodrich Asset Management LLC advises individual and high‑net‑worth clients through discretionary asset management and hourly financial consulting. The firm constructs individualized portfolios using individual stocks, bonds, mutual funds and ETFs and provides portfolio evaluations and implementation guidance. The firm’s investment process blends fundamental, technical and cyclical analysis and employs a range of strategies from long‑term holdings to short‑term trading, including short sales, inverse ETFs and options when appropriate. Accounts are monitored at least quarterly and managed on a discretionary basis, with client‑requested restrictions on holdings handled only on a case‑by‑case basis. Noteworthy features include a recent material amendment to the firm’s Form ADV that updated its regulatory assets under management and fee disclosures, and a relatively small asset base (about $3.1 million across a limited number of client relationships). Goodrich routes custody and execution through an introducing broker/custodian arrangement (Trade‑PMR) and maintains formal personal‑trading controls and a Code of Ethics.

To learn more about the advisors currently working at Goodrich Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Shafer	New Albany, OH	41

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