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.

Would you like to have your plan go through our comprehensive Quantitative & Qualitative analysis process?

Complete our Plan Analysis Checklist below

We will review and provide analysis:

• Current plan investment menu fund metrics
• Compare your current plan menu versus peer groups and alternatives, examining over 8,000 funds for top risk-adjusted, consistent performers.
• Looking at both active and passive (low-cost index funds) options
• Review your "Do it for me" Qualified Default Investment Alternatives ("QDIA") Safe Harbor investment options
• Asses your readiness for the July 1, 2012 effective date of the new ERISA Section 408(b)(2) regulations
• Conduct a comprehensive, plan level, fee analysis to help you meet your fiduciary duty to control plan expenses
• Provide guidance on your readiness for the new Participant Fee Disclosure regulations under ERISA Section 404(a)(5). Effective quarter ending September 30, 2012.