Business Details
29 Years
experience
Your Trusted Partner for Financial Planning & Investment Solutions
Gordon Asset Management has been dedicated to providing independent financial advisory services since 1997. Our team specializes in creating customized investment portfolios and comprehensive financial plans tailored to individual and family needs. With decades of combined experience, we focus on simplifying financial lives through personalized wealth advisory and family office services. Our independence allows objective decision-making while maintaining a commitment to client-centric solutions. We offer specialized expertise in global market portfolios, partnership investments, and generational wealth transfer strategies.Our professionals bring extensive backgrounds in financial planning, retirement strategies, and asset management to deliver consistent, responsive service. Through careful analysis and ongoing portfolio management, we aim to help clients achieve their financial objectives with confidence. Our approach emphasizes transparency, tax efficiency, and long-term financial security. The firm maintains offices in Austin, Texas, serving clients nationwide with personalized attention to their unique circumstances.
Services
Financial Planning
Investment Management
Family Office Services
Wealth Advisory
Portfolio Reporting
Cash Flow Management
Retirement Planning
Generational Wealth Transfer
Global Market Portfolios
Partnership Investments
Details
- Year established: 1997
Highlights and features
- We offer independent and objective financial advice
- Our team has over 20 years of experience in partnership investments
- We provide customized investment portfolios tailored to client goals
- Our professionals hold advanced legal and financial education credentials
- We specialize in multi-generational wealth transfer strategies
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies for families and business owners. We analyze cash flow, retirement goals, and wealth transfer objectives to develop actionable plans. With personalized guidance, clients receive tailored solutions that adapt to changing life circumstances and market conditions.
Investment Management
We offer customized investment portfolio management using diversified global market strategies. Our approach focuses on tax efficiency, cost sensitivity, and risk-adjusted returns. Clients benefit from ongoing portfolio monitoring and regular performance reporting tailored to their specific financial objectives.
Family Office Services
Our family office solutions provide integrated financial management for high-net-worth families. Services include multi-generational wealth planning, estate structuring, and coordinated investment oversight. We simplify complex financial matters to help families preserve and transfer wealth effectively across generations.
Partnership Investments
With over 20 years of experience, we structure and manage partnership investments in real estate, technology, and life sciences. Our expertise includes evaluating opportunities, risk assessment, and portfolio diversification for qualified investors seeking alternative investment solutions.
Global Market Portfolios
We create customized global market portfolios that combine stocks and bonds from international markets. Our strategies focus on diversification, tax efficiency, and targeting higher expected returns while maintaining disciplined risk management principles aligned with client investment objectives.
People
Arthur S. Gordon
Founder, Partner
With over 40 years of financial advisory experience, Arthur founded the firm in 1997 after leading Arthur Andersen's Global Valuation Practice. He specializes in comprehensive financial planning for institutions and ultra-high net worth individuals.
David L. Gordon
Partner
Managing the firm for 15 years, David oversees investment planning and portfolio management. He specializes in cash flow analysis, retirement planning, and structuring global market portfolios while maintaining focus on client-centered wealth solutions.
Questions
What services does Gordon Asset Management offer?
We provide financial planning, investment management, family office services, and partnership investment solutions tailored to families and business owners' specific needs.
How does the firm's independence benefit clients?
Our independence ensures objective advice without conflicts of interest, allowing us to create customized solutions focused solely on client financial goals and circumstances.
What experience do your advisors have?
Our team has over 60 combined years of experience, including leadership roles at major financial institutions and specialized expertise in wealth transfer and portfolio management.
How are investment portfolios managed?
We create customized, diversified portfolios using global market strategies with ongoing monitoring and regular performance reporting tailored to each client's objectives.
What areas do you specialize in?
We specialize in multi-generational wealth planning, partnership investments, retirement strategies, and comprehensive financial planning for high-net-worth individuals and families.
