INVESTMENT MANAGEMENT
Godfrey Financial Associates uses no-load mutual funds along with individual securities and bonds as the primary investment vehicles. The professionals at Godfrey Financial Associates create an individualized Investment Policy Statement for each client and purchase and sell investments in the account based on each client�s personal investment strategy. Godfrey Financial Associates charges a quarterly management fee to the investment account. Investments can be quickly adjusted to meet client life changes or a sudden change in income needs.
In managing portfolios for our clients, our goal is to maintain wealth, while introducing growth opportunities at a rate appropriate to each client's individual objectives and constraints. Our client portfolios are customized to achieve a particular balance of risk and return.
Our compensation. Financial Advisors can be compensated in several ways. Godfrey Financial Associates, Inc. is a fee-based Registered Investment Advisor. For investment management services, a quarterly fee is charged to an investment account, and is adjusted according to the size of a client's portfolio.
