Gresham Partners Llc is an independent investment and wealth management firm catering to select families and family offices for nearly 25 years. Serving as a multi-family office and outsourced chief investment officer, Gresham Partners manages or advises on approximately $9 billion in assets for around 120 families nationwide.
Gresham Partners LLC: Investment Strategy and Services
Gresham Partners LLC distinguishes itself by offering access to a select group of globally located, non-affiliated investment managers across diverse asset classes. This approach allows for flexibility in meeting a wide range of investor goals. The firm’s commitment to superior investment performance is achieved through rigorous manager selection and a focus on difficult-to-access opportunities. Beyond investment management, Gresham Partners provides comprehensive wealth planning and management services, often eliminating the need for clients to maintain their own family offices.
Gresham Partners LLC: Client Focus and Fiduciary Duty
With a client-centric approach, Gresham Partners LLC operates solely on client fees, avoiding potential conflicts of interest. The firm is wholly owned by its senior professionals, reinforcing its dedication to client service. Acting as a fiduciary, Gresham Partners prioritizes its clients’ best interests in all its actions. It’s important to note that past performance is not indicative of future results, and there are no guarantees of investment returns or avoidance of losses.
Gresham Partners LLC: Addressing Impersonation Scams
Gresham Partners LLC has recently addressed scams involving unauthorized individuals impersonating firm employees through WhatsApp and text messages. The firm emphasizes that it does not engage in unsolicited outreach, provide public stock recommendations, or offer investment advice via social media. Gresham Partners is actively combating these scams by reporting them to the relevant authorities, including WhatsApp and the FBI’s Internet Crime Complaint Center (IC3). Individuals who suspect they have been targeted are encouraged to file a report with the IC3.
