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Marketing & Sales
Integrated. Automated. 

We work with investment managers and financial services firms to integrate and automate all aspects of their marketing, communications & sales efforts. 

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What We Do

Goodwood helps investment managers integrate and automate all aspects of their marketing, client communications and sales efforts.

By utilizing technology to integrate your web site, marketing communications, compliance requirements, sales and client relations data – all into the CRM.

We are able to give you unparalleled insights into how both prospects and clients engage with your content – enabling your marketing, sales and client service teams to deliver exceptional service with remarkable scale.

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Why Us

Most “marketing & sales” firms in the industry are outsourced sales teams where interests can quickly become misaligned and fail to achieve the expected results.

The team at Goodwood has served in every role within the investment management industry over the past 20 years, which gives us a highly differentiated skill set to help our clients.

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Insights & Resources

The Goodwood Consulting resource library contains a wide variety of content intended to demonstrate how we use the tools available to build industry-specific applications for our investment management and financial services clients. 

We strive to produce relevant and value-added content to help our current and future clients find ways to improve/automate their own processes.

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Our Clients

We help companies of all sizes integrate and automate all aspects of their marketing, communications and sales efforts.

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Boone Pickens' Legacy Is One Of Exclusive Energy Sector Focus, Energy Value Chain Immersion, And Uncommon Insights.
 
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Brentview Investment Management, LLC is a boutique money manager with a singular focus on dividend growth investing. The firm was founded on the timeless principle that utilizes fundamental research to determine stock selection.
 
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Non-correlated, tactical strategies with a fraction of the market volatility implemented across equities, bonds, currencies, and commodities.
 
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CrossingBridge seeks high current income and capital appreciation consistent with the preservation of capital.
 
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Deep Field Asset Management is a value-focused, long-term oriented global investment manager making long and short equity investments.
 
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Focus on curating portfolios of properties in the Westside region of Los Angeles, a proven market where demand consistently outweighs supply.
 
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Edly allows investors to invest in the education of students and get paid a percentage of the students’ future earnings.
 
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Kensington Asset Management Specializes In Data-Driven, Quantitative Decision Models That Apply To The Equity And Fixed Income Markets.
 
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Long Short Advisors, LLC (LSA) is a Philadelphia-based investment advisor that focuses on finding undiscovered, boutique investment strategies not readily available to the everyday investor.
 
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Gator manages a concentrated portfolio of off-the-run Financial sector stocks. Specializing in special situations and Financial companies with complex balance sheets.
 
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Founded in 2013 by industry veterans, our firm is focused on managing modern portfolios with embedded overlays designed to make portfolios more productive.
 
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Semper Capital Management, L.P. offers clients access to multiple investment products ranging from custom managed accounts to public mutual funds.
 
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Sutter Wealth Management employs a comprehensive and consultative approach to Wealth Management. Spending considerable time reviewing your current situation and what it will take for you to achieve your goals.
 
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Timber Point Capital Management is a New York-based, boutique investment management firm providing alternative and multi-asset solutions to a wide range of clientele including independent financial advisers, registered funds, institutions and private clients.
 
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Vines Capital Management is a privately owned independent Registered Investment Advisor specializing in customized investment portfolios and highly sophisticated wealth planning solutions for high net worth families, individuals, and businesses.
 
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