| | Investment Management | | Investments are the core component of building and maintaining your wealth, however, without prudent investment management to properly distribute and manage the risk of your investments it may be impossible to realize their full potential.
Many times clients have their investments scattered across many brokerage houses, banks and/or insurance companies, not to mention their employer-sponsored retirement plans. Therefore, keeping track of performance, risk, overlap, fees and expenses and diversification is extremely difficult, if not impossible without the proper software. With state of the art technology and software, we are able to analyze all investment accounts, aggregate like-kind accounts, and performance report on the whole investment portfolio so clients truly know where they stand and what fees and expenses they are paying their advisor. Most importantly, though, clients have the peace of mind that one team is managing the whole process with complete disclosure and transparency based on their life goals. Only in this type capacity are all parties held accountable.
We provide custom investment management services on a fee basis, utilizing numerous investment vehicles such as separate accounts, mutual funds, closed-end funds, exchange traded funds ("ETFs") individual stocks, bonds, REITs, and hedge funds and hedge fund of funds. Our investment tools are applied on a customized basis to your unique circumstances. It is important to note that we are totally independent so we have no conflicts of interest in recommending any one investment vehicle. All fees and expenses are fully disclosed and signed off on in writing by you prior to our management. Moreover, with our quarterly performance measurement report, we send you a calculation of our investment management fee on a quarterly basis so you can clearly track how much you are paying us for investment advisory services.
Because our process is custom and involves goal based planning, we do not chase quarterly returns. Instead, we stay focused on risk management. We use a multi-asset class, multi-style, and multi-manager approach to diversification and risk management, both for our long only portfolio asset classes and alternatives to traditional asset classes. In the end, most of our clients simply want to know that they are making steady progress in achieving holistic goals and to sleep better at night.
Increasingly, successful people find themselves so busy and challenged for time in their personal and business lives that they want someone who is independent whom they can trust to quarterback their wealth management program. As a result, we are often asked to steward all investment management issues and interface with outside advisors, especially accountants and attorneys for income and inheritance tax issues.
Trust is the glue that holds all of our relationships together and we spend a great deal of time focusing on managing our clients' expectations. We use the same "prudent expert" standard of selecting, holding accountable, and monitoring investment managers as is used by the largest foundations, endowments and pension plans in the United States.
Fees for quarterbacking wealth management and providing global asset allocation services are negotiated separately and subject to a $5,000 minimum per year.
Please contact us to begin your investment management |
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|  |  | | Our philosophy is client centric and custom from the bottom up in designing investment programs to meet every individual's unique circumstances and goals as they evolve over an investing lifetime.
Whether a client has $500,000 or $5,000,000 in liquid assets, it is equally painful to suffer capital losses that can diminish a lifetime of accumulated wealth. As an independent registered investment advisor, Gordon Asset Management, LLC, is uniquely positioned to provide advice on a fee basis with full disclosure and no conflicts of interest. Read More > | |
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