About the Gregory W Group

We strive to act as our clients' in-house investment counsel. Our firm works closely with our clients in the strategic management of their portfolios. We offer vision, experienced insight, and creative investment solutions for all types of portfolios.

The Gregory W Group is involved in the management and oversight of more than $12 billion in total assets. We have 25 clients. Our growth plans are restrained to limit the number of relationships each consultant serves - this assures each of our clients the service they deserve.

The Gregory W Group is a totally independent investment consulting firm. All of our revenue comes from our clients. We have no conflicts of interest because of any dealings with service providers or others who provide services to our clients.

We provide our consulting services to ERISA plan sponsors, state and municipal retirement systems, healthcare institutions, foundations and endowments, corporations, and family wealth. We have expertise in both defined benefit (pension) and defined contribution (401k) plan design.