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Gordon Asset Management LLC is an advisory firm specializing in investment management and strategic guidance to high net worth individuals and families.

Our wealth advisory practice exists to help a select group of individuals translate personal goals into organized financial plans supported by carefully built investment portfolios.

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 portfolios of alternative investments.

Qualified clients may access our experience with private equity and lending, including technology and real estate, and total return strategies, such as hedge funds, 

Our portfolios are customized to serve the particular goals of each client. As an independent firm, we offer the advantage of independence and objectivity.

Gordon Asset Management LLC is an advisory firm specializing in investment management and strategic guidance to high net worth individuals and families.

Our wealth advisory practice exists to help a select group of individuals translate personal goals into organized financial plans supported by carefully built investment portfolios.

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 portfolios of alternative investments.

Qualified clients may access our experience with private equity and lending, including technology and real estate, and total return strategies, such as hedge funds, 

Our portfolios are customized to serve the particular goals of each client. As an independent firm, we offer the advantage of independence and objectivity.

SERVICES
PERSONAL FINANCIAL MANAGEMENT
GLOBAL MARKET PORTFOLIOS
PARTNERSHIP INVESTMENTS
MANAGEMENT TEAM
ARTHUR S. GORDON, CPA, MANAGING MEMBER

Arthur has over forty years of experience advising clients regarding their financial matters. Prior to forming Gordon Asset Management in 1997, Arthur was a senior partner and head of the Global Valuation Practice at Arthur Andersen LLP, a global professional services firm. As a partner at Andersen for over 20 years, Arthur advised institutions and ultra-high net worth individuals on a broad range of financial matters including investments, mergers and acquisitions, financial restructurings, and financial planning. 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. He is a Certified Public Accountant.

DAVID L. GORDON

As president, David has managed the firm for the past eight years, advising clients on financial and investment planning, retirement transitions, generational wealth transfers and many other areas. David also oversees the structuring and management of the firm’s alternative investment portfolios. Prior to joining the firm, David was the Chief Operating Officer of P2 Management LLC, a New York based investment manager of long/short equity hedge funds. David began his investment career in the Equity Research Department of Donaldson Lufkin Jenrette and Credit Suisse First Boston. He has a Bachelor of Arts from Emory University and a Juris Doctor from Brooklyn Law School.

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©2016 Gordon Asset Management, LLC
all rights reserved

114 West 7th Street, Suite 1250

Austin, Texas 78701

Tel: 914-921-5500 / 512-482-9600

Fax: 914-921-5554 / 512-482-9603

email | info@gordonasset.com

If you would like to learn more about our firm, please contact Jaclyn Rodman, our Client Relations Manager.

Important Notes and Disclaimers
©2016 Gordon Asset Management, LLC
all rights reserved