Home | Gallacher Equity Management

GO BEYOND TRADITIONAL
ASSET MANAGEMENT

A Comprehensive Equity & Alternative Asset Management Firm

^{What We Do}Your Partner in Comprehensive Equity and Alternative Asset Management

Discover the future of asset management with Gallacher Equity Management, where we utilize a blend of traditional and cutting-edge investment strategies to help safeguard and amplify your wealth. Our comprehensive services, whether it's our versatile OCIO services or our resilient portfolio collection, are designed to free you from operational complexities, allowing you to focus on building client relationships and business growth.

Experience GEM's data-driven, systematic approach to outperform the market and help transform your financial future.

^{OCIO Services}
Portfolio Management Services

Regardless if you choose your model or ours - we can execute on your behalf

With the number of demands on an advisors’ time, many are looking externally for:

Assistance on portfolio management
Access to manager research
Trading and database management (with other day-to-day operations).

The Gallacher’s OCIO services allow you to expand your team, freeing you to build existing client relationships and garner new business. Under your direction, we can be active in adapting portfolios to the ever-shifting market environment, including new opportunities or perceived market threats. From manager research, account allocation, and implementation, every step of the investment process can be enhanced by the OCIO platform.

Lean on GAP scale to reduce headcount, save time, and reduce risk.

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GEM Portfolio Collection

SCIENTIFIC | TRANSPARENT | CONSISTENT

Gallacher Equity Management's (GEM) investment methodology is pivotal in amplifying and safeguarding client wealth. GEM advocates for versatile solutions spanning public and private markets, demonstrating resilience even in tumultuous periods. Liquid stock strategies in combination with alternative investment management, make for high-caliber, diversified portfolios.

Advisor as
Portfolio Manager

Trade Execution

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Mutual Fund | ETF<br data-mce-bogus="1">Portfolio Construction

Mutual Fund | ETF
Portfolio Construction

Third Party

Management

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Direct Indexing<br data-mce-bogus="1">|<br data-mce-bogus="1">Factor <strong>SMAs</strong>

Direct Indexing
|
Factor SMAs

Transparent | Branded | Scientific

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The Gallacher Process

The GEM Factor Strategies, at their core, are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance.

Every quarter, GEM analyzes and ranks thousands of companies based on a multi-factor screening process.

These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.

Although GEM prioritizes liquid stock strategies, it melds this with bespoke, high-caliber alternative investment management. Alternatives offer an additional pathway to enhance returns. The unique features of private markets can increase overall income, amplify growth, and reduce correlation with public markets.

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Market Outlooks

Market commentary for a financially savvier you.

Q4 Market Outlook

Volatility returned to markets in the third quarter, as inflation remained elevated and long-term interest rates climbed further, reaching their highest level since...