We use only time-tested strategies when we manage money for our clients. We are not market-timers looking for short-term windfalls. We consider this gambling and we do not gamble with our clients financial futures. We are long-term, value investment managers. We are constantly looking for opportunities in the markets for our clients that will help them achieve their goals. We also think it is important to manage risk and we will never recommend investments which are unsuitable to our clients. We monitor all investments, make recommendations as we feel will benefit the client and stand ready to answer questions or concerns at any time.
Introducing: Institutional Intelligent Portfolios™
Robert Gordon & Associates is offering an innovative new way to invest with our firm. Using our expertise you know and trust, we've built a diverse suite of portfolios using Institutional Intelligent Portfolios™.
How Does It Work
An automated investment management service for independent advisors sponsored by Schwab Wealth Investment Advisory that helps us automatically rebalance your investments when needed. As your advisory firm, we'll work with you to identify the right portfolio for your needs, and continue to meet to ensure it's helping you achieve your long-term strategy.
Your portfolio will be held in a brokerage account at Charles Schwab & Co., Inc. You can easily access accounts through their websites and mobile apps.
To get started, open the Enrollment Guide to view the website, steps, and unique program access code to access the portfolios specifically built for our clients.