Terms of Use

Gresham is an investment and wealth management firm. Our website provides information about Gresham, including descriptions of the services that we offer our clients, biographical information about our professionals, economic outlooks and wealth management strategies. Our website contains an access portal for the exclusive use of our clients. The portal requires our clients to create an account with login credentials and its use is subject to special terms and conditions.

While we make every effort to keep the information on our website current, we can make no guarantee that the website will be free of errors, inaccuracies or omissions. Materials on our website and our services are protected by intellectual property laws, including but not limited to U.S. copyright and trademark laws. The content accessible within our website and through our services that is not expressly designated as being provided by a third party is the property of Gresham. You may access and use our website solely for your own personal, non-commercial use and for no other purpose.

Nothing provided on our website constitutes tax, legal, accounting, insurance, or investment advice. Neither the information, nor any opinion, provided on our website is a solicitation, offer, recommendation, or advice to buy, sell, or hold any securities or other investments, nor to pursue any investment style or strategy. Any links or references to third-party websites, products, or services are provided solely as a convenience to you and, unless expressly stated otherwise, not to be understood as an endorsement by us. Any decisions you make based on information provided on our website are your sole responsibility.

By using our website, you agree that we will not be liable to you as a result of your use of our website or the information contained herein, and by using our website you agree to indemnify and hold us harmless from and against all damages, liabilities, losses, costs or expenses we incur relating to your use of our website.