Financial Planning Investment Management Team

The Financial Planning Investment Management team works closely with our advisors to build investment portfolios that align with our clients' financial plans. In addition to portfolio management, we'll keep you informed about the markets through regular communications focusing on key events in the financial markets and economy.

Our publications include:

Market Commentary: A monthly letter that addresses the markets, economy and key events impacting portfolios
ViewPoints: A quarterly publication that includes the Market Commentary as well as providing a deeper dive into timely topics on the minds of investors

Market Commentary

To keep you informed every month, we provide a timely update on significant market developments, changes in economic conditions and other important issues on the minds of investors. Check back monthly for updates.

ViewPoints

ViewPoints unpacks some of the more challenging questions facing investors, providing a deeper dive into the key topics on the minds of investors every quarter. Through economic, market and company analysis, our team answers the tough questions to help you navigate the financial landscape with confidence.

Key topics for investors

Navigating your portfolio can be challenging. Short- and medium-term concerns have the potential to derail even the best-designed financial plans. Given the periodic volatility in markets, it's easy to see why many investors feel frustrated and confused at different points in their investment journey. These articles may help address the most common concerns that we hear from our investors. Reach out to your advisor with additional questions.

Whitepapers and Key Resources

Central to our portfolio design approach, these publications unpack how our clients are matched up with the right investment portfolio to meet their financial plan.

There are important aspects of your financial plan that each investor should consider every year. Our annual Year-End Financial Planning Guide addresses these items and often serves as a checklist to help ensure your financial plan is on track.

Disclosure

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

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.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS.

Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.

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 for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.