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Best in Class Reporting & Monitoring

The idea behind portfolio and performance reporting to institutional clients is understanding our audience.  Since institutional investment committees are generally savvy but have varying levels of investment expertise, we work to make reporting extremely thorough, informational and just as importantly, readable.

Reports are issued, at a minimum, quarterly, but through an easy to access online portal, institutional clients can receive up-to-date information daily and run their own analysis at any point (with or without our guidance).  Typically, we work with clients to develop ancillary reports (for example, an analysis of risk-return) that committee members want to track in the context of the Investment Policy Statement and needs of the organization.  Much of our reporting platform is customizable.

  • riskreturn
  • bondanalysis

Institutions & Foundations

About Gries Financial Partners

Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. As an independent, fee-based Registered Investment Advisor, Gries Financial Partners has been managing client assets globally with integrity, objectivity and service intensity since 1978. Disciplined and sophisticated in its process, Gries Financial Partners stands apart from its peers.

GFP News

Gries Financial Partners Current Market Update (Replay of 2/14/19 call)

A Gries Financial Partners Global Market Update  In our February 14, 2019 update, Chief Investment Officer Ken Brodkowitz examines major themes in global financial markets and presents Gries Financial Partners current investment outlook.

Gries Financial Partners Market Updates

In our next Market Updates in May, Chief Investment Officer Ken Brodkowitz examines major themes in global financial markets and presents Gries Financial Partners current investment outlook. Please sign up below to schedule your Market Update Webinar. May Market Update

Gries Financial Partners

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