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

  • March 1, 2016
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  • Featured, News Room

Gresham’s 2016 Annual Outlook

We assess how elevated valuations, Fed tightening and oil price declines impact a range of investment themes.
  • January 2, 2016
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  • Featured

Fiduciary Standard White Paper

We share our views on what legal standard of conduct should apply to investment advisers and brokers.
  • January 1, 2016
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  • Featured

Kim Kamin’s Blog

View our Chief Wealth Strategist's posts as an Xpert for Trusts & Estates IdeaXchange.

We invite you to learn more about Gresham

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