Institutional Talent.
Boutique Accountability.
A fully proprietary investment platform led by professionals who built their careers running institutional capital — built around your tax situation, concentration risk, and compliance requirements.
Our Investment Capabilities
Every portfolio is engineered from the ground up around your unique tax situation, liquidity needs, and generational goals.
Portfolio Construction
Diversified, tax-aware portfolios spanning public equities, fixed income, private credit, private equity, real assets, and alternative strategies, with institutional access you won't find at a retail broker.
Annual Review Process
Formal reviews cover portfolio performance attribution, tax-loss harvesting opportunities, rebalancing, and forward scenario planning aligned to your evolving life goals.
Financial Planning Integration
Gideon consolidates your financial goals, run Monte Carlo stress tests, model what-if scenarios, and safely store documents, making the entire planning process transparent and actionable.
Tax-Efficient Investing
Reducing taxes is often the easiest way to improve net returns. Gideon structures investments, including life insurance wrappers, to maximize after-tax wealth accumulation and retirement income.
Custodial Independence
Client assets are held at independent custodians including Schwab, Fidelity, and Pershing, providing full transparency, regulatory oversight, and SIPC protection.
Risk Management
We implement rigorous stress-testing, downside scenario analysis, and volatility management across your entire balance sheet, not just your investment accounts.
Alternative Investments,
Delivered Through Gideon Capital
Private equity, private credit, hedge funds, and real assets sit outside the scope of a traditional public-markets mandate. Gideon Strategic Partners delivers institutional access to these strategies through Gideon Capital, its dedicated investment advisory division.
Explore Gideon Capital's alternative investment platform, including manager selection, allocation frameworks, and access structures for qualified investors.
Visit Gideon CapitalThe Team Behind the Portfolio
Institutional pedigree. Boutique alignment. The professionals managing GSP's investment strategies have spent careers at global hedge funds, value-oriented asset managers, and major investment banks, not in retail wealth management.
Erik Oros, CFA, CAIA
Chief Investment Officer
Erik co-founded and served as CIO of Actinium Capital LP, a global long/short equity fund. His career spans the global equity team at Salient Partners and UBS New York, institutional environments where capital allocation decisions are made with the same rigor applied to every GSP client portfolio.
Giorgio Caputo
Head of Investments
Giorgio brings a global value and multi-asset perspective shaped across some of the most demanding institutional environments in the industry, from managing value-oriented public equity at JO Hambro to event-driven strategies at JANA Partners and investment banking at Lehman Brothers and Credit Suisse First Boston.
Core and Satellite:
A Framework Built for Complexity
We organize every client portfolio around a Core and Satellite architecture. The core, broadly diversified US and international equities and fixed income, provides the foundation. The satellites widen the opportunity set: alternative strategies, specialized active mandates, and institutional products inaccessible through a wirehouse or retail broker.
This framework is driven by a macro-informed top-down view, where the cycle stands, what does the rate environment imply, what sectors warrant active selection versus efficient-market beta, combined with rigorous bottom-up fundamental analysis at the security level.
And at every step, tax awareness is not an add-on. It is embedded in asset location decisions, rebalancing timing, harvesting protocols, and the choice of investment vehicle, because net-of-tax returns are the only returns that matter.
Risk-Based Models
Three ETF-based strategies, each available in Tax-Deferred and Tax-Managed versions. Portfolio weights are dynamically adjusted based on forward-looking macroeconomic assumptions, not static allocations that drift as markets move.
Conservative Plus
40/60 Equity/Fixed Income
~30% Equity / 70% Fixed
Capital preservation with modest growth; lower risk tolerance or shorter time horizons
Moderate Plus
60/40 Equity/Fixed Income
~55% Equity / 45% Fixed
Balanced growth and income; moderate risk tolerance and long-term horizon
Equity Plus
S&P 500
Primarily equities, globally diversified
Growth-focused investors comfortable with market-level volatility
Each model is available in Tax-Deferred and Tax-Managed variants. Tax-Managed versions employ active asset location, systematic harvesting, and rebalancing protocols designed to minimize annual taxable events.
Specialized Portfolios
Active security selection strategies for clients seeking more than index exposure. Each is managed internally by Gideon's investment team using the same value and GARP framework that guided Erik and Giorgio's institutional careers.
40–50 individual equity securities; focused on 'compounder' businesses with durable competitive positions. Up to 25% in event-driven / special situations.
Long-term, tax-efficient capital appreciation
ETFs (>70%) combined with 5–10 high-conviction individual names (<30%).
Outperform broad equity indices on a risk-adjusted basis
Income & Growth (diversified ETF blend; BDCs, MLPs, REITs, munis, treasuries) · High Income (concentrated individual securities) · High Income – Single Names (direct equity income positions).
Mid-single to mid-high single digit yield targets; tax-deferred and tax-aware variants available
We Understand Your Compliance Requirements, and Gideon has Built Our Process Around Them
If you work at one of the Big 4 accounting firms, a major investment bank, a law firm, or a public company, your employer's compliance department governs what you can own and when you can trade. Rule 407 and FINRA Rule 3210 require employees at member firms to pre-clear personal securities transactions and obtain written consent from their employer.
Most advisory firms treat these requirements as your problem. Gideon treats them as a constraint to engineer around. GSP coordinates directly with compliance systems at major employers so that your investment program proceeds without friction, and without putting your professional standing at risk.
Established Compliance Coordination
We also routinely serve clients subject to employer pre-clearance requirements at investment banks, hedge funds, law firms, and publicly traded companies. If your firm is not listed, contact Gideon. Gideon's process is designed to adapt.
Who This Is For
Our asset management capability is built for clients whose financial complexity exceeds what a generic portfolio solution can address.
Executives with Concentrated Stock
RSUs, options, and founder shares create significant concentration risk and embedded tax liability. Gideon uses PPLI structures, tax-aware SMAs, and hedging strategies to diversify without triggering a taxable event.
Business Owners Post-Liquidity
A capital event creates a compressed window of planning opportunity. Gideon works alongside your M&A counsel and CPA to deploy proceeds tax-efficiently into a portfolio architected for your next chapter.
Finance Professionals & C-Suite
If your employer's compliance department governs your personal trading, you need an advisor who understands the rules. Gideon has built Gideon's process around Rule 407/3210 and Big 4 compliance requirements.
Education Funding
With the increasing cost of education, it has become critically important for clients to begin planning earlier. Gideon designs flexible, tax-efficient education savings plans tailored to each family's goals, from 529 strategies to UTMA accounts and trust-based solutions.
- , 529 Plan optimization and superfunding strategies
- , UTMA / custodial account coordination
- , Trust-based education funding for multi-generational families
- , Integration with overall estate and gift tax planning