Gallagher Fiduciary Advisors, LLC
Overview
An institutional investment advisory firm specializing in fiduciary consulting and investment management services. The firm offers a comprehensive range of services, including asset allocation strategy analysis, investment risk and expense control, investment manager selection, and evaluation of investment returns. They also provide consultation services for updating and reviewing investment policy statements and asset allocation, as well as analysis and brokerage programs and reviews on new investment proposals. Gallagher Fiduciary Advisors serves a diverse clientele, including public and private sector employee benefit plans, charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, and corporations or business entities. Their primary services include retainer investment consulting, operational review, fiduciary audit projects, and fiduciary decision-making transactions.
Investment Focus
- Focus on institutional clients
- Preference for long-term partnerships
- Alignment with fiduciary standards
Portfolio Companies
Reach Gallagher Fiduciary Advisors, LLC directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Gallagher Fiduciary Advisors, LLC
What sectors does Gallagher Fiduciary Advisors, LLC invest in?
Gallagher Fiduciary Advisors, LLC invests in Financial Services, Technology, Healthcare, Energy, Telecommunications and Utilities, and is based in Illinois, United States. Gallagher Fiduciary Advisors, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Gallagher Fiduciary Advisors, LLC invest at?
Gallagher Fiduciary Advisors, LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Gallagher Fiduciary Advisors, LLC invest in?
Gallagher Fiduciary Advisors, LLC invests across United States.
What companies has Gallagher Fiduciary Advisors, LLC invested in?
Gallagher Fiduciary Advisors, LLC's portfolio includes TransGlobal Logistics, AgriTech Farms, TeleCom Networks, Media Group, Green Energy Co., Retail Ventures, BuildRight Construction and EduTech Innovations.
Last updated · Source: ConnectSafely investor database
