Philosophy

What’s in a name? Everything.

The word “Gordian” means an exceedingly complicated problem that requires quick, decisive, and bold action. At Gordian, that’s what we do best. We’re focused on simplifying the complex investment and financial issues facing wealth creators.

We’re also focused on building a special partnership with you. We believe the bond between client and advisor is a unique kind of partnership. We believe it’s important for you to understand what we stand for and how we approach working with you.

  • The Gordian team simplifies the complexity in wealth management.
  • The Gordian team provides the highest standards of comprehensive wealth management, including investment strategy, money manager research and due diligence, sophisticated risk management, asset allocation, tax-efficient solutions, wealth transfer and philanthropic strategies.
  • The Gordian team believes that wealth management is a personal partnership between advisor and wealth holder and requires ongoing dialogue in person.
  • The Gordian team discloses all fees and offers unconflicted advice that is always in your best interests.
  • The Gordian team develops investment strategies based on an outstanding research process that identifies the ideas that fit your specific and changing needs.
  • The Gordian team performs ongoing due diligence and research to ensure that you have access to top-performing investment managers across every asset class.
  • The Gordian team has open access to the entire universe of investment managers and develops solutions that include traditional and alternative assets.
  • The Gordian team holds itself to the highest standard.