Gordon Asset Management

Who We Are

At Gordon Asset Management, LLC, we are a registered investment adviser with over 20 years of experience in helping families and corporations manage their investments, financial planning, and family office services. Our team is dedicated to simplifying financial lives and protecting time, allowing our clients to invest, save, and spend capital with confidence. As an independent firm, we offer the advantage of independence and objectivity, ensuring that our financial plans and investment portfolios are customized to serve our clients' unique goals.

Our Services

We provide a range of services designed to meet the unique needs of our clients. Our personal financial management team helps families and individuals translate their personal goals into organized financial plans supported by carefully built investment portfolios. We also offer global market portfolios that use a diversified, cost-sensitive, and tax-aware approach to investing in global stock and bond markets. Additionally, we have over 20 years of experience in the structuring and management of total return partnerships and investments for qualified investors in real estate, technology, and life sciences.

Our Management Team

Our team is led by Arthur S. Gordon, a seasoned expert with over 40 years of experience advising clients on their financial matters. Arthur has a Bachelor of Business Administration from the City University of New York's Baruch College and a Bachelor of Laws from Brooklyn Law School. Our other partner, David L. Gordon, has managed the firm for over 15 years and has advised clients on financial and investment planning, including areas such as cash flow, retirement planning, and generational wealth transfers. David has a Bachelor of Arts from Emory University and a Juris Doctor from Brooklyn Law School.

Our Commitment to Our Clients

At Gordon Asset Management, LLC, we are committed to delivering the highest level of client service. We pride ourselves on our easy-to-understand portfolio reporting and ongoing responsiveness to client needs. We understand that every client is unique, and we take a personalized approach to understanding their financial goals and objectives. Our goal is to help our clients achieve their financial aspirations while providing them with the highest level of service and support.