Gordon Asset Management LLC is an advisory firm specializing in financial planning and investment management for a select group of investors and families. Our wealth advisory practice and family office helps a select group of individuals translate personal goals into organized financial plans supported by carefully built investment portfolios.
Our firm has over 20 years of experience in the structuring and management of total return partnerships and investments in real estate, technology and life sciences. Our customized Global Market portfolios use a diversified, cost-sensitive and tax aware approach to capturing the results of global stock and bond markets, while targeting dimensions of higher expected return.
Our firm has over 20 years of experience in the structuring and management of total return partnerships and investments in real estate, technology and life sciences. Our customized Global Market portfolios use a diversified, cost-sensitive and tax aware approach to capturing the results of global stock and bond markets, while targeting dimensions of higher expected return.
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