We use a process centered on client goals that allows us to:
- Develop a comprehensive understanding of what each client wants to accomplish with their wealth.
- Tailor solutions for each client that integrate portfolio construction with wealth planning.
We hold ourselves accountable by:
- Clearly describing to each client what we expect to accomplish and reporting what we actually accomplish.
- Transparently describing the fees we charge and the results we produce.
- A disciplined planning process designed to uncover hidden problems and opportunities.
- Advisors who hold themselves accountable by describing expected accomplishments and reporting actual results.
The Gresham Client Experience