Gillespie, Robinson & Grimm, Inc. is an independent investment management firm.  The company was founded in 1970 in New York City and relocated to Greenwich, Connecticut in 1981.  Gillespie, Robinson & Grimm is registered as an investment advisor with the Securities & Exchange Commission, and is a member of the Investment Adviser Association.

The firm is owned and managed by its principals, who have an average of 28 years experience in the investment management field.  The principals are jointly responsible for economic and security analysis, portfolio management and client contact.

Gillespie, Robinson & Grimm manages investment portfolios for a variety of clients, including individuals and families, trusts, retirement funds, and charitable organizations.  The company has an international clientele, with assets under management totaling approximately three-quarters of a billion dollars.

Hallmarks of our firm are:    

•    A successful, time-tested investment approach which stresses conservatism, flexibility and high quality securities

•    A direct relationship between each client and a principal of the firm

•    A customized investment strategy to match each client’s goals, income needs, risk tolerance and tax situation

•    A fiduciary duty to act solely in the interests of our clients