Gordon Asset Management, LLC

Gordon Asset Management, LLC is a SEC Registered Investment Adviser established in 2001, offering portfolio management services tailored to individual client needs. The firm provides both discretionary and non-discretionary investment management, creating personalized Investment Policy Statements and managing portfolios accordingly. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. Gordon Asset Management may engage third-party advisers like Betterment for portfolio management services. The firm also offers pension consulting services, Envestnet-managed individual 401(k) accounts, and financial planning services. Clients can expect a transparent fee structure based on assets under management, with negotiable fees for certain services. The firm does not accept performance-based fees and provides periodic account reviews to ensure client needs are met. Gordon Asset Management prioritizes client privacy and data security, safeguarding personal information and using it only as necessary to provide services. Clients have the right to decline providing certain information and can contact the firm for any privacy-related concerns.