Gresham Partners, LLC

Gresham Partners, LLC is an independent investment and wealth management firm founded in 1997. The company is dedicated to serving select families and family offices and currently manages or advises on approximately $9 billion for roughly 120 families nationally. Gresham focuses on providing superior investment performance by utilizing select, difficult-to-access managers located globally in a full range of asset classes, which are not affiliated with the firm. They integrate this investment approach with comprehensive wealth planning and management services, effectively serving as a multi-family office and outsourced chief investment officer for their clients, often eliminating the need for them to maintain a family office. Gresham Partners operates as a fiduciary, wholly owned by its senior professionals, with client fees as its sole source of compensation, thus avoiding conflicts of interest that affect many other firms. The firm's commitment to its clients' best interests is reflected in its slogan: "Unconventional wisdom. Exceptional performance." It is important to note that Gresham Partners has recently become aware of scams in which unaffiliated parties are impersonating the firm's employees through WhatsApp and text messages. The company does not make public stock selection recommendations or provide investment advice via any social media sites, and they are actively countering this scam by reporting it to WhatsApp and the appropriate authorities. In conclusion, Gresham Partners, LLC distinguishes itself through its commitment to superior investment performance, comprehensive wealth planning, and management services, all while acting as a fiduciary dedicated to serving its clients' best interests.