A complete list of active advisors currently associated with Gallagher Capital Corp.
Warmer can help you find a great advisor at Gallagher Capital Corp. or one who fits your needs even better.
Gallagher Capital Corp. provides discretionary portfolio management focused exclusively on fixed‑income investments for individuals, trusts, and retirement accounts with primary objectives of income generation and capital preservation. The firm requires a $1,000,000 account minimum and does not serve lower‑balance individual (non‑HNW) clients. The manager constructs individualized Investment Policy Statements that define duration, credit‑quality, maturity and diversification parameters, and pursues an active, risk‑aware approach that typically emphasizes holding bonds to maturity rather than frequent trading. Investment selection relies on independent credit research — including analysis of legal pledges and issuer financials — and the firm transacts in municipal (including Section 144A and, with approval, non‑rated municipals), corporate, government, and short‑term cash instruments as appropriate. Distinctive elements include a small, concentrated client base (16 clients, approximately $41.5 million AUM) overseen by a single, experienced municipal‑bond specialist with institutional background, coupled with personalized reporting and client education (monthly reviews, quarterly narrative reports, and occasional workshops). The firm does not take custody of client assets, does not accept third‑party compensation for investment products, and maintains an independent portfolio management platform separate from custodial records.
To learn more about the advisors currently working at Gallagher Capital Corp., 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.
Name |
Location |
Years of experience |
|---|---|---|
Bainbridge Island, WA
| 22
|
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