A timeless, consistent approach to investing, coupled with current perspectives, enables us to capitalize on new and timely opportunities for our clients.

A MULTI-GENERATIONAL LEGACY

We take great pride in our heritage. Our principals extend across several generations, offering a wealth of experience, complementary financial backgrounds and diverse perspectives in managing multi-generational wealth. With an average of 28 years experience in investment management, our principals work together toward the common goal of building relationships and portfolios, whether for a comfortable retirement, a lasting family legacy or the perpetuation of endowments and foundations. Our clients have been with our firm, on average, 14 years, and 60 percent have entrusted us with accounts from multiple family members.

A HISTORY OF STRONG STEADY PERFORMANCE

A global client base and assets under management of approximately three quarters of a billion dollars are testament to the trust we have gained among our clients. Our proven approach to investing, coupled with our dedication to client needs, has built both strong portfolios and long-standing relationships.

We believe that the balance of risk and reward is the cornerstone of building and retaining wealth. We apply this philosophy in constructing our portfolios to grow assets and maintain peace of mind.

A FIDUCIARY RESPONSIBILITY

Gillespie, Robinson & Grimm was founded in 1970 in New York City as a registered investment advisor with the Securities & Exchange Commission and is a member of the Investment Adviser Association. We have always been committed to acting in the best interests of our clients by providing objective and individualized advice. As owners and managers of our firm our principals have both the autonomy and the fiduciary responsibility to select from a global range of investments that strive to build solid portfolios – and solid futures.