Portfolio Management Exceeding Your Investment Needs.
Trust is a popular word. You hear it frequently in the financial world, but why should you believe it? For us, it’s the essence of what we offer to our clients: straight talk and undiluted investment advice, based solely on their best interests. It’s a claim we back up with a history of servicing our clients with an expertise in customized investment solutions. We’re committed to building your financial future. Not ours.
At the Goff Financial Group, we provide customized and fully independent portfolio management services based on your comfort level with risk and long-term objectives:
- Tax-efficient investment strategies for high net-worth investors
- Independent and objective investment research and advice
- Strategies for nonqualified and incentive stock options
- Investment recommendations for executive-deferred compensation plans that complement other investment accounts
- Retirement income planning
- Coordination of services with your tax and legal advisors
- Portfolio Management
Who We Are
The Goff Financial Group is a fully independent Registered Investment Advisor company based in Houston, Texas, specializing in portfolio management for a variety of clients. Currently, we manage over $187.5 million in private accounts for long-term investors all over the country.
Since 1994, we’ve grown steadily—not through acquisitions or mergers, but by providing prudently tailored portfolio-management advice to meet the unique needs of our valued clients.
Why Goff Financial Group
Here, peace of mind is at the top of our mind. We are committed to making you comfortable with us and with our investment strategy. We do this by:
1. Providing full disclosures and reports on our experience, required regulatory filings and other relevant documents all in writing;
2. Assuring complete transparency in reporting and portfolio management; and
3. Tailoring investment solutions to suit your very unique financial goals and circumstances.
Our History
The Goff Financial Group was founded over 20 years ago with one idea in mind: provide long-term investors with sound, objective financial advice. We’ve never strayed from that proposition. To reduce potential conflicts of interest, we are only paid by our clients; unlike most financial companies, we do not receive any commissions or fees from any financial products. We provide trusted advice. Period.
Our valued clients have wholeheartedly embraced our approach. Our total assets under management* have grown steadily over the last 20 years to over $187.5 million today—growth achieved not as a result of mergers or acquisitions, but as a result of disciplined and ethically solid business principles.
Total Assets Under Management
As of December 31st, 2014, the company’s total assets under management were $187.5 million.
*The chart presents the total assets under management at Matthew Goff Investment Advisor, LLC as reported to the U.S. Securities and Exchange Commission in the company’s ADV Part I filing after each fiscal year. The chart above is not an investment performance presentation and does not represent the performance of any client portfolio or the total assets under management by the company. The company has not acquired or merged with any other portfolio management company in its history. As of 12/31/2014, the total figure was $187,510,589. Matthew Goff Investment Advisor, LLC does business under the name The Goff Financial Group.
To learn more about us, please contact one of our independent portfolio management advisor representatives at (713) 850-8900.
