Welcome to the AssuredPartners Investment Advisors (now Gallagher Fiduciary Advisors, LLC) client portal directory. This page provides convenient access to the client portals used across our offices and affiliated advisory firms.
Use the links below to securely access your client portal, whether you are viewing account information, accessing documents or communicating with your advisory team. Simply select the portal you use to access your account.
For questions regarding portal access, login credentials, account information or technical support, please contact your advisor directly.
Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC ("GFA"), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of Arthur J. Gallagher & Co. or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. GFA reserves the right to engage third-party service providers to deliver certain services on its behalf or in partnership with GFA.
As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC 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, services, fees, conflicts of interest, and disciplinary history for the use of clients and prospective clients. A copy of the Form ADV Part 2A can be requested by contacting BrokerCheck.
GFA Disclosure Documents