Individual and Joint account portfolios

These are taxable accounts and hence tax efficient instruments are used. The assets are managed in such a way that the tax paid is minimized through active and prudent management.

Trust Accounts

GoodWin manages assets for all kinds of Trusts. Some of the trust accounts are subject to taxes and hence the portfolios are managed in highly tax-efficient way.

Financial advisor firm

INVESTMENT DIAGNOSIS 5 Red flags in your investment statements you need to watch out !

More Details