H. Park Duncan

Gillespie, Robinson & Grimm, Inc. is an independent investment management firm founded in 1970 in New York City and located in Greenwich, Connecticut since 1981. The company is owned and managed by its principals and is not affiliated with any bank or brokerage firm. The four principals of the firm, who have an average of 27 years experience in the investment management field, are jointly responsible for economic and security analysis, portfolio management and client contact. Gillespie Robinson & Grimm manages investment portfolios for a variety of clients, including individuals and families, trusts, retirement funds and charitable organizations. The company has a national clientele, with assets under management totaling approximately $700 million. Hallmarks of our firm are: • A successful, time-tested investment approach which stresses conservatism, flexibility and high quality securities • A superior long-term performance record in both equity and fixed income management • A direct relationship between each client and a principal of the firm, including regular meetings • A customized investment strategy to match each client’s goals, income needs, risk tolerance and tax situation • A fiduciary duty to act solely in the interests or our clients