1.What is the minimum investment to work with Gideon Strategic Partners?
Gideon Strategic Partners typically works with ultra-high-net-worth individuals and families with investable assets generally above $5 million, though we evaluate each prospective relationship individually based on complexity and fit.
2.How does Gideon Strategic Partners manage client portfolios?
We construct diversified, tax-aware portfolios spanning public equities, fixed income, private equity, private credit, real assets, and alternative strategies — with access to institutional funds through our M Financial Group affiliation. Each portfolio is built around your specific tax situation, liquidity needs, and generational goals, with formal annual reviews and ongoing monitoring.
3.Is Gideon Strategic Partners a fiduciary?
Yes. As a registered investment advisor (RIA), Gideon Strategic Partners is legally required to act in the best interests of our clients at all times — not in the interests of any product manufacturer or broker/dealer.
4.Where are client assets held?
Client assets are held at independent, regulated custodians including Charles Schwab, Fidelity, and Pershing — providing full transparency, regulatory oversight, and SIPC protection. Gideon Strategic Partners never takes custody of client assets.
5.What is an annual review and why is it important?
Our annual review is a formal, comprehensive meeting covering portfolio performance attribution, tax-loss harvesting opportunities, rebalancing, insurance coverage review, estate planning updates, and forward scenario planning. It ensures your strategy remains aligned with your evolving life goals, tax situation, and market conditions.