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J.C. Goodgal, Inc. Client Relationships

J.C. Goodgal, Inc. is a registered investment advisory firm offering personalized service to a select clientele of individuals and small institutional investors. We believe that superior service requires attention to detail, accessibility and accommodation to the specific needs of the investor. Therefore, we continually update our clients on investment opportunities suitable to their financial requirements. We also encourage an ongoing relationship with our clients to keep abreast of any changes that may alter their portfolio strategy. As an advisor, we first discuss and become familiar with our client’s financial status and investment objectives. Next, we tailor a portfolio strategy and a strategic allocation to meet our client’s needs. We develop the portfolio in strict accordance with any of the client’s specific instructions. Finally, we monitor the portfolio and act for investment purposes only. J.C. Goodgal, Inc. through its relationship with Castalia Partners Limited in Guernsey, Channel Islands is able to address its clients global investing requirements seamlessly. The firm, while independent, may also provide its clients with coordinated and integrated advisory services, from accounting, insurance and legal advisers, to comprehensively oversee their assets.

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Client Relationships

J.C. Goodgal, Inc. is a registered investment advisory firm offering personalized service to a select clientele of individuals and small institutional investors. We believe that superior service requires attention to detail, accessibility and accommodation to the specific needs of the investor. Therefore, we continually update our clients on investment opportunities suitable to their financial requirements. We also encourage an ongoing relationship with our clients to keep abreast of any changes that may alter their portfolio strategy. As an advisor, we first discuss and become familiar with our client’s financial status and investment objectives. Next, we tailor a portfolio strategy and a strategic allocation to meet our client’s needs. We develop the portfolio in strict accordance with any of the client’s specific instructions. Finally, we monitor the portfolio and act for investment purposes only. J.C. Goodgal, Inc. through its relationship with Castalia Partners Limited in Guernsey, Channel Islands is able to address its clients global investing requirements seamlessly. The firm, while independent, may also provide its clients with coordinated and integrated advisory services, from accounting, insurance and legal advisers, to comprehensively oversee their assets.

Investment Services

J.C. Goodgal, Inc. specializes in investing in equity and debt instruments for individuals and institutional accounts, such as small pension funds. Each client’s portfolio strategy is based upon a sound investment policy. A portfolio’s asset mix is intended to avoid excessive exposure to risk. Our clients’ portfolios are constantly evaluated to take advantage of structural changes in market conditions. Investments are designed to achieve a superior long-term rate of return in concert with each client’s objectives. Portfolios are not developed from a preconceived list of securities, but rather in response to client needs.
J.C. Goodgal, Inc. selects its relationships with other financial institutions to benefit its clients. Custodial and trading relationships are established with firms offering the highest degree of personal service at a reasonable cost. Quality and efficiency are key in all financial relationships.
The firm’s primary concern is the safe appreciation of our client’s capital. We not only measure our performance against the broad market indices over time, but also against the goals of our clients.

Assessment & Approach

Client Resources
The two main objectives are first to preserve the wealth that has already been accumulated and the second to increase our client’s assets. As we develop the investment strategy that is consistent with the client’s financial philosophy and risk parameters, we also take into account not only their current personal requirements and situation, but also estate issues. Before determining an allocation of assets classes for inclusion into an overall strategic plan, we review with them the sources of personal wealth and income. By including their current personal activities (Inclusive of their Business Operations/Other Income), we are better able to provide our clients with a proper overall evaluation of their situation, including current liquidity considerations. At this point, we provide to our clients a choice set of asset classes that match their financial philosophy and risk profile as well as optimize their investment objectives. The ultimate outcome is a cohesive assessment of their situation and a strategy that best represents and reflects their individual needs.
Equity Fixed Income Alternative Investments Private Equity and Illiquid Investments Gold Real Estate Other Asset Classes Operating Income From Business Operations / Personal Activities

Client Requirements

Liquidity Considerations Tax Issues Estate Planning
J.C. Goodgal, Inc.
Client Assessment Design of Strategic Plan Execution of Strategic Plan Monitoring and Reporting Coordination with Other Family Advisors

Firm Focus

Our client is central to our focus. We have a fiduciary responsibility to protect the interests of our clients. Client specific asset management and advisory services. Proprietary research. Centralized and coordinated implementation of investment policy. No conflicts of interest. Monitoring with industry leading asset management systems. Consolidation and analysis of all client assets. Focus on providing clients long-term returns. 34 years of serving clients.

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