GRIDLEY ASSOCIATES INC

Overview

Gridley Associates Inc. is an independent, owner-operated registered investment adviser that serves a small number of high-net-worth individual and family clients. The firm operates as a capital allocator: it manages discretionary portfolios, provides financial planning and hourly or fixed-fee advice, and selects third‑party managers when appropriate. Investment activity centers on pooled public funds and mutual funds for core equity and fixed‑income exposure, while the firm supplements those allocations with external real estate strategies. Gridley Associates does not position itself as an ESG-focused investor and delivers advice on a fee basis that can include percentage-of-AUM, hourly, or fixed-fee arrangements. Given the concentrated client base, the firm appears to favor a high-touch, bespoke approach: it combines model and externally managed portfolios with customized allocations and uses outside managers where the strategy or expertise better serves client objectives.

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Location & Offices