We believe Gresham’s long-term success as both a multi-family office and an outsourced chief investment officer is unusual and is a result of:
- Our commitment to integrating superior investment performance with highly personalized wealth planning;
- Our history of delivering results that help clients grow their wealth;
- Our comprehensive, customized reporting that supports our investment and wealth planning services;
- Our highly experienced Advisors work closely with each client and leads a team whose members know the client, and, importantly, the client knows;
- Our services are reinforced by family member education tailored to each family’s unique circumstances, which may include various types of family meetings; and
- Keeping our interests aligned with our clients’ interests by being wholly owned by our senior professionals, having client fees as our sole source of compensation, avoiding conflicts of interest such as Advisors being compensated for investment selection or cross selling products, and acting as a fiduciary for our clients, dedicated to serving their best interests.