A complete list of active advisors currently associated with J.C. Goodgal, Inc.

Warmer can help you find a great advisor at J.C. Goodgal, Inc. or one who fits your needs even better.

J.C. Goodgal, Inc. provides personalized, discretionary investment advisory and asset-management services to individuals, high‑net‑worth clients, small pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports managing roughly $16.2 million across about two dozen client accounts and also offers related financial planning and estate‑planning consultations. The firm follows a strategic asset‑allocation, core‑and‑satellite approach that uses passive index and ETF positions as the core while adding active managers or specialist positions in satellites; portfolios are globally diversified and may include equities, fixed income, mutual funds, options and futures where suitable. All accounts are managed on a discretionary basis and fees are charged as a percentage of assets with quarterly advance billing. What is distinctive in the firm’s brochure is the breadth of disclosed affiliated activities and related‑party arrangements uncommon for a firm of its size: the ADV details multiple Castalia‑branded affiliates that provide corporate finance and offshore company management and notes the firm’s involvement in managing a domestic limited partnership and other fund‑related roles. The brochure also emphasizes that the firm does not accept commissions or performance‑based fees, maintains a Code of Ethics, and expects clients to vote their own proxies, with these governance and affiliation disclosures highlighted alongside its client‑service practices.

To learn more about the advisors currently working at J.C. Goodgal, Inc., 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.