Contact  |   News Room  |   Client Portal Login

News Room

Standard with Right Sidebar

Ted Neild Participates in Interview with The Wall Street Journal

Gresham enjoys keeping a low profile, so it was a departure for Ted Neild, our president and chief investment officer, to participate in a conversation with the chief investment officers of two other financial advisory firms for an article published in The Wall Street Journal this past December titled Where to Put Your Money in […]

Gresham Ranked #9 by Barron’s

Gresham ranks #9 in Barron’s 2017 Top 100 Independent RIAs listing based on assessments of assets, revenue and quality of practice, not explicit investment performance or actual client experience.

Gresham Receives National Award

Gresham named “Best Multi-Family Office Above $3 Billion AUM/AUA” by independent panel of industry experts assembled by Family Wealth Report.

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.

Kim Kamin Debuts Book: Estate Planning for Modern Families

The National Underwriter Company, a division of ALM Media, LLC, recently introduced a book titled “The Tools & Techniques of Estate Planning for Modern Families”, which was designed and created by Gresham Partners’ Chief Wealth Strategist, Kim Kamin.

Fiduciary Standard White Paper

In this white paper, we address one of today’s most discussed and divisive topics involving investors, investment advisors – like Gresham – and brokers: What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?