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- Custodian
- First Clearing · Trade-PMR · UBS
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
About Goodrich Asset Management LLC
Goodrich Asset Management LLC is an Ohio-based boutique RIA providing investment planning, retirement plan guidance, and ongoing asset management for individual investors, including entrepreneurs. Portfolios emphasize asset allocation using ETFs and index-style vehicles, alongside mutual funds and insurance/annuity solutions when appropriate. The firm publishes educational market and technical commentary on rates and equity trends.
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Investment Themes
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Owner & Executives
MARK JEFFREY SHAFER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1305651
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,107,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,107,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,107,188
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $404,964,559 | 14.4% |
| Equity - Exchange | $1,791,405,722 | 63.7% |
| Other | $615,883,600 | 21.9% |
| Total | $2,812,253,881 | 100.0% |