Gordon Asset Management LLC

Gordon Asset Management LLC, established in 1997, is a registered investment adviser specializing in portfolio management for high net worth investors and private funds. The firm offers goals-based investment advice focusing on long-term growth and capital reserves. Investment strategies include diversified mutual funds, exchange-traded funds, and private funds, with options for direct investments in individual securities. The firm may also provide personal financial planning services. Gordon Asset Management charges a 1% annual advisory fee for managed accounts, with fees negotiable based on various factors. The firm may receive performance-based compensation from certain funds, creating potential incentives for riskier investments. Clients must have a minimum of $2,000,000 for individual accounts, with smaller investments considered on a case-by-case basis. The firm does not engage in soft dollar benefits and does not compensate for client referrals. Gordon Asset Management exercises full discretionary authority over client accounts, except in specific circumstances. Clients receive regular reports and statements for transparency and monitoring purposes. The firm's management team includes Arthur S. Gordon and David L. Gordon, each with extensive experience in financial and investment planning.