Greenville, SC Office

Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public‑sector entities, municipal defined contribution plans and plan participants, while also maintaining relationships with individual and high‑net‑worth clients. The firm provides discretionary portfolio management through its PSF/Galloway Portfolios (Venture, All‑Inclusive, ETF Active and Passive) and offers participant‑level services such as enrollment assistance, self‑directed brokerage access, and investment allocation advice.

Investment recommendations are built from model portfolios and third‑party research (including Morningstar) and are tailored to each client’s stated objectives and risk tolerance, with the firm’s Investment Oversight Committee and portfolio manager reviewing holdings at least annually. PSF/Galloway manages accounts on a discretionary basis, communicates with clients at least annually, and provides quarterly reporting in addition to custodian statements.

What distinguishes the firm is its explicit focus on public safety personnel and municipal plans: it contracts with public safety organizations to deliver financial education and training and has an engagement with the Public Safety Personnel Retirement System of Arizona to provide member education and advisory services. The firm is also affiliated with an insurance agency (Public Safety Financial Insurance), notes that several IARs are licensed to sell life insurance and may receive commissions, and employs some financial advisors who are full‑time public safety employees working part‑time for the firm under conflict‑of‑interest controls.