Gallagher Fiduciary Advisors, LLC, (GFA) a wholly owned subsidiary of Gallagher Benefit Services, Inc., is an SEC registered investment advisory firm under the Investment Advisor's Act of 1940 that provides comprehensive investment advice and fiduciary decision making services for institutional investors. The roots of our firm go back more than 40 years. Our clients benefit from our thoughtful and proactive investment advice and prudent oversight.
GFA works in the best interest of its clients. We diligently work to function without bias, conflict of interest or compromise. GFA is committed to providing objective, investment consulting services. GFA's services include:
Investment consulting, where we provide proactive investment advice and recommendations regarding structuring, managing, and monitoring institutional investment portfolios.
Discretionary services, where we are responsible for decisions and actual implementation regarding asset allocation, manager selection, and portfolio rebalancing as a "fiduciary manager."
Fiduciary decision maker services with respect to specific transactions or assets as an "independent fiduciary" under ERISA, including as an investment manager, Qualified Professional Asset Manager, or named fiduciary.
Fiduciaries engage the consulting professionals of Gallagher Fiduciary Advisors to deliver fiduciary risk mitigation and management to enhance overall governance, meet investment objectives, and improve financial strategies.
Innovative and proactive investment services
An independent, objective, and unbiased consultative approach
Financial and fiduciary expertise
A practice that is international in scope and local in touch
Confidence through our financial strength
Procedural and substantive prudent processes
GFA brings a unique combination of expertise in investments and fiduciary responsibility. We can serve clients as either a non-discretionary advisor or as an outsourced fiduciary decision maker. GFA serves a diverse client base, which includes:
GFA Disclosure: Investment advisory services and corresponding named fiduciary services offered through Gallagher Fiduciary Advisors, LLC (GFA), a Registered Investment Adviser and a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. GFA is a U.S. Securities and Exchange (SEC) registered investment adviser. GFA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers and by those states in which GFA maintains clients. As a Registered Investment Advisor, GFA is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the GFA Compliance Department. Not all individuals of Gallagher affiliates are registered to offer securities or investment advisory services. The information presented on this website should not be construed as legal, accounting, tax, or other professional advice, consultation, or service. Neither Gallagher Benefit Services, Inc., the Gallagher Retirement Services division, nor Gallagher Fiduciary Advisors, LLC, provide legal, accounting, or tax advice.
Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.
This web site is a publication of GFA and is published for residents of the United States only. GFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Not all of the products and services referenced on this site are available in every state or through every representative or advisor listed. This publication is not intended to constitute securities or investment advice, nor is it an opinion regarding the appropriateness of any investment. The contents are intended for general information purposes only and should not be acted upon without obtaining specific legal, accounting, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have. For additional information, please contact the GFA Compliance Department via email or via phone at 412.232.1000 or 973.424.6403.
The web site links referenced are being provided strictly as a courtesy. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
To ensure compliance with requirements imposed by the U.S. Internal Revenue Service (IRS) under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code (IRC) or (2) promoting, marketing, or recommending to another party any matters addressed herein.