Investment Management

GALLO & RUSSELL, Certified Financial Planner™ Professionals provides comprehensive, fee-based Investment Management Services.   As an independent firm, Gallo & Russell has no proprietary or company sponsored investments.  Specific investment recommendations are based solely on client goals, expectations and risk tolerance.

Our goal is to provide our clients with the advice, knowledge and experience to accomplish their financial objectives. 

Investment Management Services include:

 

FEE ONLY BROKERAGE

Brokerage Accounts are available for the fee only investor through LaSalle St. Investment Advisors.  This type of account is actively managed in cooperation with the investor for a monthly fee.  Typical investments under this arrangement include CDs, stocks, bonds, mutual funds, exchange-traded funds (ETFs) and publicly traded REITS and Limited Partnerships.  These accounts are reviewed on a daily basis, account performance is compared against multiple benchmarks and account holdings are regularly reviewed to determine if they are meeting client expectations. 

Each account is personalized and structured based on the individual client’s goals.  Unlike most bank and brokerage firms who utilize outside money managers that seem to trade stocks and bonds on a weekly basis, we take a longer term perspective and provide individualized services to our clients.

TRADITIONAL BROKERAGE

This type of account is available through our broker-dealer, LaSalle St. Securities.  Traditional brokerage is suitable for the buy and hold investor who desires professional advice and assistance. 

COMPANY DIRECT INVESTMENTS

For clients who prefer alternatives to brokerage accounts, many investments are available directly from the investment company.  These investment types could include:

MUTUAL FUNDS

ANNUITIES:

            GUARANTEED FIXED RATE

            VARIABLE

            INDEX EQUITY

LIFE INSURANCE

LONG TERM CARE INSURANCE