SLOCUM, GORDON & CO. LLP

Overview

Slocum, Gordon & Co LLP is an independent registered investment adviser organized as a limited liability partnership and operating since 1979. The firm serves both high-net-worth individuals and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity tilts toward publicly traded equities, with a stated preference for exchange-traded holdings and separately managed account structures. The adviser does not identify as an active ESG investor. While the firm does not act as a direct capital allocator or run in-house third-party funds, it supplements equity allocations with mutual funds and corporate debt and uses external managers for alternative exposure to real estate.

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Location & Offices