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Wealth & Money Management Awards 2015

Gresham Partners, LLC

Gresham Partners, LLC is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Gresham Partners, LLC

Wealth Management Top 100

Gresham Partners is a nationally recognized independent investment and wealth management firm that has been serving select families, family offices and endowments since its inception in 1997.

We are committed to delivering superior investment performance using top-performing managers located globally, integrating that performance with highly personalized wealth planning services, and avoiding the conflicts of interest that affect other firms.  Gresham has been owned by its senior professionals continuously since its inception.

We manage or advise on over $4 billion for approximately 76 clients located throughout the United States, about one third of whom have been our clients since the firm’s inception.  We have never sold or distributed any investment products or other firms’ services, and client fees have always been our sole source of compensation. 

We serve individuals and families who want their wealth to survive for future generations and endowments with similar long-term goals.  Many of our clients are first-generation wealth creators and they include current or previous owners of private businesses, CEOs and other senior executives, and professional investors.  Other clients are fiduciaries who are responsible for making sure assets are managed prudently and productively.

We have carefully selected individuals who fit our culture to create a cohesive team that shares a common passion for delivering world-class service tailored to each client’s investment and wealth management needs.  Our experienced and highly qualified professionals have diverse wealth management backgrounds and many hold advanced degrees and designations in law, accounting, investments, finance, financial planning and business. 

For more information about Gresham Partners, please visit www.greshampartners.com or contact us at [email protected].  

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