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Gordon Asset Management, LLC ("Gordon") is a registered investment adviser located in the State of Texas. Registration as an Investment Adviser does not imply any level of skill or training. The information in this website or any email communication from Gordon has not been approved or verified by the United States Securities and Exchange Commission or any state securities authorities. A copy of Gordon's current written Form ADV Part 2 disclosure statement discussing Gordon's business operations, services and fees is available from Gordon upon written request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

 

Gordon does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Gordon's web site or incorporated in any electronic communication, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly. We do not guarantee the accuracy, or the completeness of any description of investments, securities, markets or developments mentioned in any email communication.

 

Gordon is not a law firm, accountant or tax advisor. Clients are advised that no portion of the services provided by Gordon should be interpreted as legal, tax or accounting advice. For legal and tax-related matters, we recommend that you seek the advice of a qualified attorney, accountant or tax professional.

 

All investments involve risks, including the risk of illiquidity and the risk of loss of part or all of the investment. No representation is made herein that Gordon's investment and risk management process will be successful or that any investments or funds managed by Gordon will achieve their objectives. Nothing in this website constitutes an offer to sell or a solicitation of offers to buy the securities of any fund or other entity.

  

Additional Electronic Communication Disclaimer:

Note that all electronic communication is archived pursuant to regulatory requirements. Please contact us at (512) 482-9600 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Gordon Asset Management LLC with the account statements from your Custodian.

 

As a precautionary measure, we cannot rely on e-mail requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions.  Such requests, orders, or other instructions sent by email should be confirmed verbally prior to their anticipated execution. 

 

Additional Website Disclaimer:

Gordon's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Gordon's web site on the Internet should not be construed by any consumer and/or prospective client as Gordon's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this web site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Gordon. Any direct communication by Gordon with a prospective or current client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

 

Privacy Notice:

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of nonpublic personal information. The following is designed to help client's understand what information we collect and how we use that information to serve them.

 

Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
 Information in documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
 Data about transactions with us (such as the types of investments and 
account status).


How We Use Information That We Collect
Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, then we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

 

Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting client privacy as provided herein.


If you have any questions regarding this privacy notice, please contact us.

 

 

©2024 Gordon Asset Management, LLC
all rights reserved

3800 North Lamar Blvd., Suite 200

Austin, TX 78756

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Important Notes and Disclaimers
©2024 Gordon Asset Management, LLC
all rights reserved