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investment

Like a loyal and trusted companion navigating life’s uncertainty, goi is committed to guiding you through the complexities of investing, fostering your financial growth, and helping you secure your joyful future. As fiduciaries, we uphold the highest standards of loyalty and fairness, aligning our strategies with your objectives.

Our team expertly manages a diverse array of portfolios, including Established Growth, Established Value, Disruptors, Equity Income, Dynamic ETF, and Fixed Income. We also offer a liquid alternatives portfolio called CAPE and a concentrated Focus portfolio, which consists of our highest convictions. A full breakdown of our investment strategies can be seen on our ADV2A on the disclosures page.

Our Chief Investment Officer brings over 30 years of experience, utilizing a meticulous blend of quantitative, fundamental, and technical analysis to optimize your portfolio’s performance. Our proactive approach encompasses comprehensive financial planning, regular portfolio adjustments, and coordination with your tax and estate planning professionals. Let goi be your steadfast guide, advising you with dedication and precision. Together, we can make every investment decision a step closer to achieving your financial goals with joy.

As fiduciaries, we maintain the highest standards of loyalty and fairness, aligning our strategies precisely with your objectives. Our team manages a diverse array of portfolios, including Focus, Core, Disruptors, Equity Income, Dynamic ETF, and Bond portfolios. We employ a rigorous blend of quantitative, fundamental, and technical analysis to optimize your portfolio’s performance.
Our proactive approach encompasses comprehensive financial planning, regular portfolio adjustments, and coordination with your tax and estate planning professionals. This ensures holistic management of your investments and supports your financial well-being through all life’s stages.

Let us guide you through the complexities of investing with a strategy that is tailored just for you, ensuring that every decision we make together brings you closer to your financial goals.

Ariana Sher

Investment Adviser

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Jovani Hinkson

Vice President Operations

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Rakesh Khilnani

Founder and Chief Investment Officer

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