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Goodfunds Wealth Management

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Goodfunds Wealth Management

Overview:

Goodfunds Wealth Management serves individuals, families, foundations, and endowments by providing state-of-the-art sustainable and responsible investment (SRI) services. Since 1986, we have specialized helping citizens and organizations participate in SRI strategies.

Your services are professionally and competently coordinated using a seasoned team of specialists including private account and folio money managers, mutual funds, proxy vote services, shareholder advocates, charitable giving account services, pooled community investing management, insurance consultants, tax advisers, and estate planning specialists.

Recent academic and other institutional studies have shown that by integrating sustainability, responsibility, and transparency criteria, prudent investors can gain an advantage in the management of attractive diversified portfolios.

History: Established in 1986

Formerly known as: Eric Smith & Associates

Toll Free: +1 800 940 1747

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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