Goodman Financial Information

We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms. Our high ethical standards and independence ensure that all investment decisions are made with our clients’ best interest as our top priority. We are committed to philanthropy and giving back to our community. Our clients are individuals and institutions such as trusts, family limited partnerships, endowments, non-profits, pension plans and private foundations who appreciate personalized service and solutions tailored to their unique goals. Client retention has historically averaged over 95 percent annually, and many of our new clients are referrals from existing clients. We actively manage individual stocks and bonds in customized investment portfolios and provide financial advice while avoiding unnecessary risk. This approach allows for greater flexibility, tax efficiency and lower expenses. Additionally, investment assets are held through insured, third-party custodians. Founded in 1989, our team is highly credentialed, with extensive experience and expertise. They serve our clients by deciphering the noise sometimes created by the media, make prudent investment decisions and maintain focus on our clients’ long-term objectives. ---------------------------------------------------------------------------------------- *Testimonials are provided by current clients and endorsements by persons other than current clients. No compensation was provided for any testimonial or endorsement. As a result, there are no material conflicts of interest on the part of the person giving the testimonial or endorsement and Goodman Financial Corporation’s relationship with such person.*