We are a nationally recognized*, independent investment and wealth management firm that has been serving select families, family offices, foundations and endowments since 1997 as an outsourced chief investment officer and a multi-family office.

Integrated Solutions for Families with Wealth...

Who want it to survive for future generations, and endowments and foundations with similar long-term goals.

Gresham's Risk Conscious® Investment Approach...

Is designed to preserve and grow the real purchasing power of assets and avoid the permanent loss of capital.

A Client Experience That Is Different...

Due to our independence, avoidance of conflicts of interest that affect many firms, and alignment with our clients’ best interests.

Thought Leadership from Gresham

  • February 17, 2017
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  • Featured, News Room

Gresham’s 2017 Annual Outlook

We share our expectations for global economies and capital markets in 2017, and address the "Trump Effect" and emerging markets.
  • December 21, 2016
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  • Featured

Fiduciary Standard White Paper

Gresham addresses:  What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?

We invite you to learn more about Gresham

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