As a fiduciary, we place our clients' interest first. This is why our firm holds the independent CEFEX Investment Advisor certification, and has annually renewed the certification every year since 2008. Video Source: CEFEX.org
*Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Gordon is engaged, or continues to be engaged, to provide investment advisory services.
Whether you are just starting out, contemplating retirement, or looking to leave a legacy, we can help develop and execute a plan to help you achieve financial wellness. We use the latest technology to help clients define and prioritize goals and put financial decisions into perspective.
We believe that our unique 'core-satellite' approach which blends low-cost beta options with cost-effective alpha seeking solutions can help achieve the best results for our clients. All portfolios are constructed with your individual goals in mind and are managed & monitored using cutting-edge software.
Our well-rounded team has decades of experience in retirement plan administration, investment management, and fiduciary governance. We can help alleviate the burden of managing your retirement plan and lead your participants to better financial outcomes.
At Gordon Asset Management, LLC, we use a simple (A + B + C) approach to investing.
This philosophy blends Alpha-seeking investments with low-cost Beta exposure and Capital preservation options. The net result is a well diversified and cost efficient portfolio.
Return-seeking options
Low-cost market exposure
Non-correlated & safe money
Joe founded Gordon Asset Management, LLC in 2001 and has over 30 years of professional experience in the financial services industry. Previously, Joe was a majority owner of both an investment advisory firm and a 401(k) record keeping firm dating back to the early 1980’s. A graduate of the University of North Carolina, Joe focuses on business development and client relationship management and is a co-chair of the Investment Policy Committee
Todd Zempel, known as “Z”, has over 15 years of extensive industry experience. Prior to taking over retirement plan operations for the Gordon Asset Management, Z spent a decade in retirement plan administration and record-keeping. Z holds the Accredited Investment Fiduciary Analyst (AIFA) designation Qualified 401(k) Administrator (QKA) designation, and is a Certified Plan Fiduciary Adviser (CPFA).
J.T. joined Gordon Asset Management, LLC as an intern in 2014, and was soon after hired as a full time member of the ERISA team. His primary responsibilities include client service, participant education & enrollment, and reporting. J.T. graduated from The University of North Carolina at Chapel Hill and currently holds his CPFA and AIF designations.
Josh is an Investment Advisor with Gordon Asset Management, LLC. Born and raised in the Carolinas, he graduated magna cum laude as a student athlete from Coastal Carolina University with a degree in Finance. During his time at Coastal, he played quarterback for the football team and was part of the prestigious Wall Fellows Program. Josh is passionate about helping small businesses, sole proprietors and individuals who are looking for an easier way to save towards retirement.
