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Our Business Principles

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Do the right thing

Integrity is above all things. Honest mistakes are inevitable. Willful unethical actions are abhorrent. Even more, we stay far away from the “gray area”. When in doubt, we err on the side of being too careful.

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Treat clients as family

The best decision for our investors is the best decision for us. Our interests are closely aligned in multiple ways. We seek an honest, open, and deep level of communication with our investors and partners.

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Aim for excellence

We seek excellence in all things. Excellence comes from a relentless focus on execution. We resolutely focus on making our process better. Thoroughness and determination are keys to success.

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Be kind

Treat others as we wish to be treated – no exceptions. Our partners, employees, investors, various stakeholders, and everyone we encounter will be treated with kindness and respect. We aim for a safe intellectual environment where new ideas are welcomed and communication flows easily. Disagreements are inevitable, but they are resolved in a respectful, fair, and intellectual manner.

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Get excited

Enthusiasm and passion are essential for success. We embrace our mission and see the contribution of even trivial tasks towards building the firm. We seek new challenges and always ask how things can be made better.

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Be curious

There is always more to learn. We believe intellectual curiosity is a key to success. There will always be more to learn about the markets, our investments, our partners, and portfolio management.

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Be humble

Arrogance and hubris are roadblocks to growth. We quickly admit when we are wrong and embrace the learning lesson. We recognize what we do not know, and we ask for help when needed. We embrace our mistakes as learning opportunities, as honest mistakes are inevitable and forgiven.

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Be charitable

A lot of people got a bad deal in this world. We will try to help them out.

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Gramercy
  Private

Important Disclosure:

This communication is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. The views and opinions expressed herein are those of the author as of the date of publication and are subject to change without notice. Information has been obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed.

This material should not be construed as investment advice, tax advice, legal advice, or a recommendation regarding any specific product or strategy. Past performance is not indicative of future results. Any forward-looking statements or projections are based on assumptions that may not come to pass and are subject to change.

This communication is intended solely for clients of Gramercy Private Wealth, LLC (aka, "Gramercy Private") and is not intended for redistribution or use by any other persons. Investing involves risk, including the potential loss of principal. Please consult your financial advisor before making any investment decisions.

Gramercy Private Wealth, LLC (aka, "Gramercy Private") is a registered investment adviser. Registration does not imply a certain level of skill or training.

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