From private retail to global institutional groups, every investor’s goals are different. Due to the rapidly shifting macro environment we feel it is more important than ever to get a clear grasp on your risk tolerance and time horizon for investments in order to offer you the most appropriate financial solutions.

The Gordon Group brings a solid understanding of the economy on a global scale, which influences our investment philosophies and is paramount to the asset allocation positioning of our clients. We know that your financial needs and goals are unique. So we listen, ask questions and offer you a tailored plan to meet your specific investment and financial service needs. As your life changes and evolves, your customized plan can change right along with it.

Our team gives you access to knowledgeable subject matter experts in the financial field – including insurance specialists, financial and estate planners, portfolio managers and more – allowing us to deliver unbiased, tailored solutions.

You can't get there if you don't know where you're going

We will create an Investment Policy Statement which will define the overall investment strategy, considering your tolerance for market volatility and your return objectives. Specific considerations with the investment policy statement typically include time horizon over which the portfolio will need to fund your needs, liquidity needs in the short term, willingness to take risk, and tax considerations. Once the overall strategy is defined, we formulate a specific account by account investment recommendation.

Risk management as a market advantage:

Most of us think of risk as negative. We are going to encourage you to think a little differently about it. Risk is a deviation of an expected outcome. In investing we can look at risk as a deviation of expected investment returns.

The deviation from the expected return can be either positive or negative. The probability and magnitude of the deviation is what an investor is concerned about. There are many factors that can affect risk and there are portfolio management tools to measure and mitigate the risk factors.

We hope through continuous dialogue with our clients that they will understand the types of investment risk in todays environment as that knowledge allows an investor to manage risk and optimize returns.

Some strategies we may suggest which can mitigate risk for the appropriate client include:

• Asset allocation selection (being well diversified vs. being sector specific, or vice versa)
• Education client about sectors which are likely to outperfom or underperform in the given market
• Utilizing managed products which cap volatility
• Participating in financings versus in the market equity purchases, due to the inclusion of warrants from a financing
• Calls to be in an overweight position in cash
• Use of hedging tools from currency plays to ETFs and equity positioning