Gresham Partners: Tax-Managed Equity Strategy Update

We recently created a video for our clients that featured Greg Schneiderman, Partner, Senior Investment Strategist and Advisor, and Steve Loman, Partner and Investment Officer, discussing the current tax-managed equity strategies available to Gresham clients. Due to the nature of the presentation, it is restricted to clients and other eligible individuals and it is password protected. Please reach out to your Advisor if you would like to view this presentation.

Gresham logo