Goodman Financial Corp.

Overview

Goodman Financial Corp. is an independent investment management firm based in Houston, Texas, specializing in personalized investment strategies for high-net-worth individuals and institutions. Founded in 1989, the firm emphasizes a fee-only fiduciary approach, ensuring that clients' interests are prioritized without conflicts of interest. Their investment philosophy centers on constructing portfolios primarily with individual stocks and bonds to enhance tax efficiency and minimize fees. The firm's assets under management are approximately $865 million, with a team of around 26 professionals. Goodman Financial Corp. offers a range of services, including investment management, financial planning, retirement planning, and tax-efficient strategies. They focus on understanding each client's unique goals and circumstances to develop tailored investment strategies. The firm's investment approach is dynamic and disciplined, focusing on constructing portfolios primarily with individual equities and bonds, rather than mutual funds, to improve tax efficiency and reduce fees. As of April 2025, the firm manages approximately $865 million in assets and employs around 26 professionals. Their investment process begins with understanding the client's goals and concerns, leading to a tailored portfolio recommendation. Once the strategy is set, they implement it and ensure clients are set up with account and reporting access. Ongoing management includes monitoring the underlying investments for new risks and opportunities and making adjustments to the portfolio. The firm's investment strategy focuses on selecting a diversified group of individual bonds for each client, with the goal of generating income while adding stability to the portfolio. They primarily invest in investment-grade corporate bonds, diversifying across issuers, sectors, and industries to help protect wealth. To manage interest rate risk and meet individual needs, they ladder the maturity dates of the bonds. The firm continuously monitors and evaluates the financial health of the companies whose debt they have purchased to ensure confidence in their ability to meet repayment obligations. Additionally, based on the client's tax bracket and prevailing interest rates, they assess whether municipal bonds in taxable accounts are a favorable option compared to the after-tax returns of corporate bonds. Goodman Financial Corp. is dedicated to philanthropy and giving back to the community, specializing in serving nonprofit organizations as their trusted investment manager. They refer to their philanthropic commitment as “Doing Good Things for Good People.”

Investment Focus

• High-net-worth individuals
• Families
• Business owners
• Institutions

Portfolio Companies