At Gresham, the interests of our clients must come first.

  • As an independent firm owned by our principals, we’re not beholden to outside owners nor the whims of a parent company’s management.
  • Our principals have a significant stake in the firm’s long-term success and invest a substantial portion of their net worth alongside our clients.
  • Advisory and asset management fees are and always have been the firm’s sole source of compensation.
  • Compensation for our client advisors and investment team members is not based on client investment decisions.

Client Benefits

  • An advisor whose interests are aligned with their interests.
  • Decisions based on advice from an experienced fiduciary.