Goodwin Capital Advisers, Inc.

Goodwin Capital Advisers, Inc. is a registered investment adviser specializing in managing fixed income investments for institutional clients. Established in 2007 as a successor to the fixed income division of Phoenix Investment Counsel, the firm was purchased by Conning & Company in 2011. Goodwin manages approximately $870 million in assets under management as of December 31, 2024, on a discretionary basis. The firm offers actively managed multi-sector strategies for diversified third-party clients, including corporate, public, and Taft-Hartley pension plans. For investment strategy, Goodwin focuses on active sector rotation, security selection, and risk management to achieve excess returns in the fixed income market. The firm utilizes a relative value approach, emphasizing intensive fundamental analysis and disciplined risk management. Goodwin's investment process includes sector analysis, fundamental research, issue selection, and portfolio construction to maximize total return while minimizing interest-rate forecasting. Clients of Goodwin have the option for fixed income investment management services, with fees determined based on contractual provisions and asset percentages under management. The firm does not deduct management fees directly from client accounts and offers a range of investment strategies with varying durations and risk levels. Goodwin does not engage in performance-based fees or soft dollar arrangements and exercises discretion in selecting brokers for client transactions to ensure best execution. The firm also provides proxy voting services and regular account reviews to ensure compliance with client guidelines and restrictions.