Goodwin Asset Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GoodWin Asset Management provides discretionary investment management and comprehensive financial planning to high‑net‑worth individuals, families, trusts and retirement plans, including 401(k), IRA and 403(b) accounts. The firm operates as a fee‑only adviser and delivers portfolio management, asset‑allocation advice and regular account reporting.
The firm combines a top‑down approach for country and macro allocation with bottom‑up security selection, pursuing a conservative, value‑oriented, long‑term strategy that invests in equities, ADRs, bonds, ETFs and mutual funds while generally avoiding derivatives and margin without client consent. Clients complete an investment policy questionnaire and receive ongoing daily monitoring, monthly statements and detailed quarterly performance and allocation reports.
Compared with many independent advisers, GoodWin explicitly offers pension‑plan consulting and retirement‑plan management in addition to HNW wealth management—services that are relatively uncommon for peers. The firm manages roughly $23 million across a limited client base and highlights cross‑border valuation and global-market experience (U.S., European and Asian opportunities) as a distinguishing aspect of its advisory work, and it focuses on serving HNW and institutional retirement clients rather than mass‑market, non‑HNW individuals.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000 - $50,000,000: 0.40% annually $50,000,000 - $100,000,000: 0.30% annually $100,000,000+: 0.25% annually
Fee-only: Fee-only manager; fees paid directly by client; no commissions or third-party compensation.
Main office
950 N York Rd, 108
Hinsdale IL 60521
Advisors at this office
1
Most active in
Florida · Illinois · New York
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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