Gresham has been recognized by Barron’s (2013-2018), Family Wealth Report(2017) and Financial Advisors RIA (2016-2017) based on data provided by Gresham in surveys conducted by the group or publication. Current rankings are 4 of 400, 1 of 12, and 39 of 214, respectively. These recognitions are believed to be generally relevant to existing clients, potential clients and consultants in the selection and retention of a firm like Gresham. These recognitions are only one of many factors that may be relevant in determining whether to retain an investment advisor.
Recognitions are provided generally based on a compilation of data provided that result in a rating. The ratings referred to by the recognitions listed above may not be representative of any one client’s experience because these ratings may reflect an average or sample of the firm’s accounts or composites of accounts. Participation in the surveys range from 12 to 400 participants. None of the publications or groups listed [on this webpage/or in this presentation] are affiliated with Gresham, and Gresham has not made any payment for or in anticipation of any rating. From time to time, Gresham has and it expects to continue to purchase reprints and/or other publishing permissions from certain of the publications that have recognized Gresham’s performance. The above ratings are not based on client evaluations of Gresham. Please note that past performance is not indicative of future results. We encourage you to contact the recognizing organizations if you would like additional information regarding their process or methodology. Please contact Gresham if you have any further questions about our purchases of reprints or other publishing permissions.