Our principals work together to manage investment portfolios and build long-term client relationships. We help our clients achieve their financial goals, whether they include a comfortable retirement, a lasting family legacy, or the perpetuation of endowments and foundations.
GRG is distinguished by the stability of our team and the quality of our principals. Our independence enables GRG to implement the best strategies and select the most appropriate securities for our clients’ portfolios. With approximately $1.5 billion in assets under management, we work with clients across the country.
Since 1970, individuals, families, trusts, retirement funds, corporations, and charitable organizations have trusted GRG to produce long-term investment success. In many cases, we work with multiple generations within a family.
GRG’s investment philosophy stresses a long-term approach, flexibility, high-quality equities and bonds, and focused portfolios.
GRG creates a customized investment strategy to match each client’s goals, income needs, risk tolerance, and tax situation.
GRG prides itself on the direct relationship between each client and a principal of the firm.
GRG upholds its fiduciary duty to act solely in our clients’ best interests.
80 Field Point Road, Greenwich, CT
© 2018 Gillespie, Robinson & Grimm, Inc.