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Goodridge Investment Consulting Company ("GICC") serves primarily individual investors and their families through leading edge, top down and controlling investment advice. Starting in 1995, the company's clients now number 20 ranging from an ophthalmologist in West Hartford , CT, a President of a computer services company located in Bloomfield, CT, a retired couple living in Wilton, CT to a senior attorney in Washington, D.C. Types of accounts include Profit Sharing Plans and SEP IRAs to fully taxable investment portfolios.
With offices in West Hartford, CT, resources are first and most important the 28 years of portfolio investment experience by the company's Principal, James C. Goodridge, CFA, second his fluency with leading edge investment software such as Frontier Analytics' Allocation Master (asset allocation) and Morningstar's Principia (fund/security selection) and third the online trading and account custody afforded through the company's affiliation with Charles Schwab & Company.
The Principal of GICC, James C. Goodridge, CFA, also offers consulting to Pension Funds and their managers and 401(k) Plan sponsors regarding performance measurement, policy development, asset allocation, and fund/manager selection with an emphasis on
Guaranteed Investment Contracts (GIC) management.
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