Because you're there for others, we're here for you

Goodman Private Wealth Management offers a wide array of resources and investment options to meet the complex requirements of charitable foundations. We understand the policies pertaining to operating a charity and the impact these policies have on investments. We will work closely with your Board to structure a portfolio that satisfies your charitable foundation's investment goals, or provide specific investment options to meet a particular need. We also work seamlessly with your team of tax, legal and other advisors to build a fully integrated plan.

Goodman Private Wealth Management can assist your Board in areas such as:

Clarifying financial objectives
Determining appropriate return expectations
Determining fund allocations
Ongoing Board education
Governance issues
Development of your Statement of Investment Policies and Goals
Access to complementary expertise and best practices

Charitable Foundations

Because you're there for others, we're here for you