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

  • December 21, 2016
  • /
  • 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?
  • August 30, 2016
  • /
  • Featured

Gresham’s 2016 Mid-Year Update

We are pleased to share our thoughts on the performance of global capital markets and assess the current global economic environment.
  • January 1, 2016
  • /
  • 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

Contact Us