Gordon Asset Management provides consolidated portfolio reporting that details investment performance, inflows/outflows, gains/losses, and other important data in a central performance report.

Performance Reporting:

• A comprehensive investment overview in one central consolidated report
• Reports available directly online, via the Gordon Performance Portal
• Reporting on accounts outside of our advisement may be included in the reports for an additional fee

We can also provide 1099s, K1s, and other investment tax reporting information directly to our client's tax advisors.