At Goodreid, we work with our clients to develop a personalized strategy to achieve their investment goals. Our active-management approach is one where accounts are managed individually through a dedicated Portfolio Manager. Investments are allocated to a wide range of securities as part of our disciplined and strategic approach to investing.
In order to stay true to this approach, Goodreid requires a minimum investment of $500,000.
Goodreid acts strictly as an investment manager and charges fees based on the market value of your account:
1.25% annually on the first $2MM
1.00% annually on the next $3MM
Negotiable over $5MM
Goodreid works with you to select a suitable custodian to house your assets.
Your custodian charges a minor commission fee on trades. These fees are billed directly to your account. Goodreid has negotiated competitive rates on our clients’ behalf.
Goodreid does not employ any sub advisors or agents.
All of this means that Goodreid’s goal is aligned with your goal – to maximize the portfolio’s net return.
As a client, you can expect:
Best in class investment management based on decades of experience
A dedicated Portfolio Manager looking after your account
Financial planning, and a discovery process to create a personalized investor roadmap
Tailored and personalized performance reporting on your account