Gresham is a fully independent investment and wealth management firm that serves our clients as a multi-family office and an outsourced chief investment officer.
We have been serving select families, family offices, foundations and endowments since 1997. Today, we manage or advise on over $6.5 billion for about 100 clients located nationally, about 25% of whom have been Gresham clients since the firm’s inception.
We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally, none of which are affiliated with Gresham.
We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. As a multi-family office, we integrate this investment approach with client-specific wealth planning strategies and other personalized wealth management services.