A complete list of active advisors currently associated with Goydas Capital Investment Management, LLC
Warmer can help you find a great advisor at Goydas Capital Investment Management, LLC or one who fits your needs even better.
The firm serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $18.8 million for about 19 clients. It provides discretionary portfolio management, financial planning, pension consulting and access to private pooled investments, including real‑estate funds and REITs. The firm documents client objectives in an Investment Policy Statement, typically requests discretionary trading authority, and uses a mix of analytical approaches (fundamental, quantitative, technical, charting and modern portfolio theory) to implement strategies that range from long‑term buy‑and‑hold to short‑term trading, options, margin and short sales. Clients receive regular monitoring and quarterly reports through custodians, and the firm also offers performance‑based compensation arrangements for qualified clients under a high‑water‑mark structure. What is distinctive relative to peers is that the firm acts as a sponsor/syndicator of a private pooled real‑estate vehicle managed by the firm’s principal and may recommend such private placements to eligible clients, a capability uncommon among similar supported firms. It also accepts performance‑based fees for qualified accounts and has an affiliated representative who is a licensed insurance agent who may offer commissionable insurance products; the firm discloses these potential conflicts and maintains custody‑related controls for its pooled vehicle (annual audits and independent review of fees/withdrawals).
To learn more about the advisors currently working at Goydas Capital Investment 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 |
|---|---|---|
Genesee, PA
| 5
| |
Genesee, PA
| 6
|
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