Intermediaries & Wealth Managers

GMO is a trusted resource and innovative solutions provider for private banks, wealth managers, Registered Investment Advisors, and those who access our investment capabilities through industry-leading platforms.

Thoughtful investing is our only business

  • For over 40 years, GMO’s sole focus has been investing. Privately owned, we are free from the external demands of public ownership or the competing priorities of a parent company, and thus we are able to put the interests of our clients first.
  • In addition, our independence enables us to invest over the long term and offer candid, straightforward advice.
  • We provide timely, relevant information to our intermediary partners to enable them to make the best decisions for their clients.

Steadfast, long-term, valuation-based approach

  • GMO’s investment teams are grounded in a common, long-term, valuation-based investment philosophy. Far from trend-followers, we have remained steadfastly committed to this investment philosophy through varying market environments over more than four decades – a consistency that we believe adds value for our clients.
  • Each investment team employs an active investment process tailored to a specific area of focus.
  • Some of our teams rely on innovative quantitative tools, others use rigorous fundamental research, while many blend the two approaches.

Industry-leading investment research

  • Intermediaries and wealth managers with whom we collaborate have access to all of GMO’s latest compelling research and differentiated market commentary.
  • For decades, our Quarterly Letters7-Year Asset Class ForecastsWhite Papers, and Annual Client Conferences have inspired industry-wide discussion.

Access to GMO investment capabilities through a range of channels

  • Investors can participate via the Allspring Absolute Return Fund, which is offered to private investors through Wells Fargo and invests its assets in the GMO Benchmark-Free Allocation Fund.
  • Wealth managers and their clients can also employ GMO strategies via a number of industry-leading platforms.

For more information, contact: access@gmo.com