Institutional Asset Management
Best-in-Class Asset Management Services
BFB Gallagher has a fully integrated process for analyzing and managing all or part of your investment portfolio. Through the use of advanced analytics, we can model and stress-test every asset portfolio. In addition, our expertise allows us to recommend alternative portfolio allocations that could optimize performance and risk mitigation. Our Institutional Asset Management services are best suited for organizations that do not have a dedicated and licensed, full-time resource on staff.
Ready to Start?
The best way to get started is to schedule an informal discovery call where we discuss at a high level your challenges and what you wish to accomplish. Our client relationships often start with an educational session (which may include your board of directors) to explain how the different types of plans work. Ready to send a RFP? Need a vendor due diligence package?