A core tenet of your relationship with our team is a precise, integrated approach to long-term investing. We consistently employ a high-touch, consultative process to help meet the unique wealth preservation and enhancement objectives of each client. You will be guided through a disciplined process that includes taking an inventory of your current assets and liabilities, in addition to analyzing your existing investment portfolio and investment objectives.
Our team at Godwin Gounaris Woolbert Investment Group utilizes a global, multi-asset approach to constructing diversified investment portfolios, custom-designed to help achieve each individual client’s unique goals. We diversify your portfolio between various asset classes to reflect your specific investment objectives and your tolerance for risk. This approach includes working with carefully selected public and private money managers to seek to optimize risk-adjusted returns.