A complete list of active advisors currently associated with Galaria Capital Management, LLC

Warmer can help you find a great advisor at Galaria Capital Management, LLC or one who fits your needs even better.

Galaria Capital Management provides asset management and investment planning to individuals, families, trusts and small businesses, and also advises employer retirement plans. Its services include discretionary portfolio management across mutual funds, ETFs, stocks and bonds, insurance planning and coordination with estate and tax professionals — services commonly offered by firms in this category. The firm customizes strategies to each client’s age, time horizon and risk tolerance, emphasizing asset allocation and diversification across styles, sectors and fixed income and using approaches such as buy-and-hold, dollar‑cost averaging and periodic rebalancing. Accounts are monitored with third‑party software and reviewed on a regular or event‑driven basis, and the firm attempts to accommodate clients’ faith‑based or socially conscious investment preferences when practicable. Distinctive elements disclosed in the brochure include an explicit no‑minimum account policy and a business model that combines percentage‑of‑AUM advisory fees with the potential to earn commissions on recommended insurance and annuity products, creating a dual‑compensation arrangement that is disclosed to clients. The firm also accepts engagement to manage employer retirement plans, may deduct management fees for outside retirement accounts from non‑retirement accounts when authorized, and operates with a small advisor team that provides hands‑on review and planning.

To learn more about the advisors currently working at Galaria Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.