About the Firm
Since 1989, Goodman Financial Corporation has been an independent SEC registered investment adviser based in Houston, Texas.
We are a Texas-owned, fee-only investment management and financial advisory firm that has no affiliation with any insurance company, bank, mutual fund or brokerage firm. Our independent model and high ethical standards focuses us on keeping our clients’ goals as our top priority in all of the investment decisions that we make. Beyond our commitment to our clients, we are also committed to philanthropy and giving back to our community.
Our clients are individuals, trusts, business entities, and institutions such as endowments, nonprofits, pension plans and private foundations who appreciate personalized service and solutions tailored to their unique goals. Client retention has historically averaged over 95 percent, and many of our new clients have historically been referrals from existing clients.
We actively manage individual stocks and bonds in customized investment portfolios which provides greater flexibility, tax-efficiency, and lower expenses to our clients. Our clients also receive financial advice on a wide range of areas, with risk management playing a key part in both the financial advisory and investment decisions that we make. As an additional safeguard to our clients, investment assets are held by insured, third-party custodians.
With decades of combined years in the industry, the credentialed team at Goodman Financial has extensive experience making prudent investment decisions that are based on clients’ long-term objectives rather than on emotional responses to the distracting, and oftentimes confusing, “noise” created by the media.
Form ADV Part 2A – Form ADV Part 3 – CRS