Our Investment Objectives
The primary objective of the Goldberg portfolio will be long-term growth of capital. Since growth of capital is the main objective, the portfolio will be largely invested in common stocks, preferred stocks and bonds.
See our full Investment Policy Program here.
For our ADV Disclosure Brochure click here.
To see Goldberg Capital Management’s ADV Part I documentation:
Follow this link to the SEC’s Adviser Information website. Then follow these instructions:
1. click on Investment Advisor Firm
2. In the line labeled “Firm IARD/CRD Number” enter 126003, then hit Go
3. click on Goldberg Capital Management