Institutional clients should be viewed with a different lens than high net worth investors. A thorough Investment Policy Statement (IPS) is a starting point.
Institutional clients are not one size fits all. The scope and flexibility of our service offering reflects that idea.
Understandable, thorough reporting that meets the specific information needs of an institutional client.
About Gries Financial
Gries Financial 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 has been managing client assets globally with integrity, objectivity and service intensity since 1978. Disciplined and sophisticated in its process, Gries Financial stands apart from its peers.
Together, We Build Relationships -
We Build Legacies -
We Build Wealth.