Gordon Asset Management LLC

Gordon Asset Management advises high‑net‑worth and other individual investors and also serves as adviser to a group of private pooled investment vehicles (the Gordon Funds). The firm offers discretionary portfolio management, goals‑based financial planning, and access to funds‑of‑funds, separate account managers, and private investment opportunities for accredited/qualified investors.

Its investment approach emphasizes long‑term growth complemented by capital reserves for near‑term needs, with portfolios constructed from diversified mutual funds, ETFs and, where appropriate, direct securities and private funds. The firm routinely allocates to private equity, real‑estate and total‑return (hedge‑fund style) strategies and may use third‑party managers, leverage, and derivatives as part of those strategies.

What is notable for a small, two‑advisor firm managing roughly $129 million is that it operates private funds and manages pooled vehicles while charging performance‑based compensation for certain funds (for example, a 15% profit allocation above a 5% hurdle with a high‑water mark and loss‑carryforward; other allocations range 15–20%). The brochure discloses the attendant conflicts — including incentives to recommend the firm’s own funds and overhead reimbursements — and explains controls such as fee disclosure, performance reporting, and personnel trading monitoring to address those conflicts.