Optimizing investment performance — reducing and transferring risk.

Arthur J. Gallagher & Co.’s Investment & Fiduciary Consulting team will strengthen your organization with:

  • Dedicated senior institutional investment professionals with deep understanding of the financial and fiduciary elements of investment decision making
  • Extensive experience with traditional and alternative investments, both as advisor and fiduciary decision-maker
  • An open investment platform promoting customized solutions that best meet your needs, independent and free of conflicts of interest
  • Vast experience across a broad institutional client base acting as discretionary fiduciary (including OCIO) and investment advice fiduciary

To help employers achieve optimized organizational wellbeing, Gallagher has created a unified consulting practice focused on delivering group and individual financial wellbeing solutions. Gallagher’s new Financial & Retirement Services practice will enable easy accessibility to the unique skill sets of renowned experts who are critical to achieving successful retirement planning, sophisticated investment solutions, independent fiduciary services, actuarial consulting services, executive benefit retention programs and individual life insurance needs.

Disclosure Statement:

Investment advisory, named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, an SEC Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC nor their affiliates provide accounting, legal, or tax advice.