Through the years, markets and fashions change, but our steadfast commitment to long-term relationships and responsible growth remains the same.

INDEPENDENT, CUSTOMIZED, OBJECTIVE ADVICE

Our investment approach seeks to achieve above average long-term returns, consistent with an acceptable risk level for each client. As an independent investment management firm, Gillespie, Robinson & Grimm, Inc. is focused solely on the financial success of our clients.  Our investment services, including income and tax planning, are tailored to the specific goals and risk levels acceptable to each client.  As owners of the firm, we are dedicated to providing objective, customized advice. Our firm’s principals work collaboratively to determine the most appropriate strategy and investment selection for our clients.

At the beginning of each new client relationship our top priority is to learn about the client's circumstances.  We work with our clients to set proper objectives and then to establish and maintain a tailored investment program which achieves the client's goals and which meets the tests of prudence and common sense. Our emphasis on quality securities is designed to minimize financial risks and maximize opportunity in changing market environments.

INFORMED, INSIGHTFUL, CONSISTENT

Our investment approach is based on knowledge and insight. We are deliberate and consistent in our investment analysis, weighing the impact of all key factors in our decisions: the global economic environment, domestic and world political trends, liquidity and credit availability, and security valuations. We also are purposeful in our open approach to communicating with our clients and responding to their evolving needs. While we maintain a disciplined approach, our strategy is consistently focused on our objective to achieve outstanding long-term results. We actively seek new information and perspectives to establish the most appropriate course of action for our clients.

FOCUS ON QUALITY & BALANCED GROWTH

Quality is our compass. It is at the core of our philosophy and directs our approach to both our investments and our clients. We choose investments, in all asset categories, with our eyes clearly focused on long-term reliability and growth. We buy for the long-term with an expectation to hold each security for years not months. With our sights on long-term investing, our aim is to optimize asset allocation for each client through a balance of wealth preservation and steady growth.