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GRESHAM’S 2018 ANNUAL LETTER

This year’s Annual Letter provide an update on our firm and shares thoughts regarding various topics, including our 20th Anniversary as an independent investment and wealth management firm and the reasons for that notable accomplishment.

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.