Gideon, a humble woodcutter who attained legendary heights as a warrior - his name now serves as an inspiring reminder of our mission to provide superior services and products. Our relentless commitment is signified by Gideon's intrepid spirit for achieving greatness; we proudly carry this torch in all that we do.
Gideon Strategic Partners is a financial services company that puts client success first. We work to create an environment where integrity and exceptional performance help our clients achieve their goals. Our team designs strategies around high-net-worth individuals and companies' unique needs, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. Since 2012, we’ve been helping our clients thrive in an ever-changing economy.
Our Mission
In 2012, Gideon Strategic Partners was established with an unwavering mission to provide superior financial services that prioritize client success and foster results-driven excellence. Our company is dedicated to empowering our clients through personalized strategies tailored specifically for their individual needs and objectives - embodying the highest standards of integrity and performance along the way.
Our Focus
tax-efficient investments
estate
planning
risk management
Gideon Strategic Partners, like most successful investment advisory firms, follows a core satellite investment philosophy. These fundamental principles guide the investment decisions we help our clients make:
- Investments are used to achieve long-term goals, while savings are used for short-term goals
- Asset allocation with diversification among stock, bond and other markets reduces risk
- Investors should know and understand how investments fit into their portfolios and why they own particular assets
- Minimizing investment costs is crucial for long-term success
- An investor’s primary decisions involve choosing a mix of assets to be held in a portfolio, not the selection of individual investments
- Risk is multi-dimensional; investors should weigh “shortfall risk”—the possibility that a portfolio may not meet long-term financial goals—against “market risk,”—the reality that returns may fluctuate
- Market-timing and performance-chasing are not part of a winning strategy
- Future long-term returns are expected to be very similar to historical returns for various asset classes and subclasses