College Planning
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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. While we track index performance, such as the S&P 500, our investment return mandates are driven by specific client goals, not trying to keep pace with a popular index or “the market.” We go against the crowd and look to build portfolios with alternatives investments, fixed income, opportunistic equity, and high dividend-paying blue chip equities focused on downside risk management first.
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.
