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WHO'S WATCHING YOUR WEALTH?

Character matters.

 

Accountability. Acuity. Character.

I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision.
-Joe Gordon, Founder


Services



Wealth Management


 • Investment Management
 • Financial Planning
 • Tax Planning
 •Private Placements
 • Insurance Consulting

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Retirement Plan Services


 • ERISA 3(21) and 3(38) Fiduciary
 • Investment Menu Construction & Policy
 • Employee Education & Enrollment
 • Plan Design Consulting
 • Executive Benefits

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Business Owner Consulting


 • Exit/Succession Planning
 • M&A Strategy
 • Risk Mitigation
 • Nonqualified Deferred Compensation
 • Solo Retirement Plans

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The Gordon Asset Management Investment Process


Top-Down Research

Portfolio positioning starts with macroeconomic research about the world and where it is headed.  Factors such as employment, demographics, interest rates, inflation expectations, technological trends, and geopolitics help us to set broad-based expectations for capital markets.  These expectations guide strategic asset allocation positioning within client portfolios.

Bottom-Up Fundamentals

Building upon our top-down research, we then seek to find investment opportunities that fit within our broader investment thesis. Individual stocks that meet our strict screening criteria, sector/factor/thematic exchange-traded funds, disciplined fund managers, and/or private investments may be used to affect the best possible positioning.


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