1.Is GSP's investment management truly in-house, or do you use third-party model portfolios?
Gideon's public markets investment operation is fully proprietary. Erik Oros and Giorgio Caputo, both with institutional pedigrees, build and manage Gideon's strategies internally. Gideon does not outsource portfolio management to third-party model providers, which means every decision is made with your specific tax situation, concentration risk, and financial plan in view.
2.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 Gideon evaluates each prospective relationship individually based on complexity and fit. Minimums for specific strategies vary and are evaluated case by case.
3.How does Gideon Strategic Partners manage client portfolios?
Gideon constructs diversified, tax-aware portfolios spanning public equities, fixed income, private equity, private credit, real assets, and alternative strategies, with access to institutional funds and managers. Each portfolio is built around your specific tax situation, liquidity needs, and generational goals, with formal annual reviews and ongoing monitoring.
4.How does GSP handle concentrated stock positions?
Concentrated stock is one of the most complex wealth management challenges, and one Gideon specializes in. Gideon uses a combination of strategies including PPLI wrappers to shelter ongoing gains, and Gideon's internal Long Only strategy uses event-driven and special situation positions that can complement existing concentrated exposure. Gideon works alongside your CPA and estate planning counsel to develop the right approach for your situation.
5.What does 'tax-aware' actually mean in practice?
Tax awareness is embedded at every level of Gideon's investment process, not added as an afterthought. This includes asset location (placing high-yield strategies in tax-deferred accounts), systematic tax-loss harvesting, strategic rebalancing timed to minimize gain recognition, and selecting the optimal investment vehicle (direct, SMA, ETF, or insurance wrapper) for each strategy.
6.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.
7.My employer requires pre-clearance of trades. Can you work with that?
Yes. Gideon has established coordination protocols with the compliance systems of Deloitte, EY, KPMG, and PwC, and Gideon routinely works with clients subject to Rule 407/3210 requirements at investment banks, law firms, and public companies. Gideon treats your compliance obligations as a constraint to engineer around, not an obstacle.
8.What is an annual review and why is it important?
The 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.