Preserving and growing family capital

GFI Investment Counsel provides customized wealth management solutions to families, foundations, trusts and corporations. We work closely with our clients to build portfolios that reflect each of our client’s unique financial needs. GFI was founded in 2007 by Daniel Goodman, CFA.

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“If you’ re prepared to invest in a company, then you ought to be able to explain why in simple language
that a fifth grader could understand, and quickly enough so the fifth grader won’ t get bored.”

- Peter Lynch