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We are a trusted investment management firm for Indianapolis residents with expertise in designing and managing diversified investment portfolios.

At Galecki, we ensure that the investment management process is more convenient and personalized just for you.

Asset investment is a tricky business, especially since it involves factors outside of your control.

Without proper planning and background knowledge, some investors are left with less than what they begun with. As an investment management firm for Indianapolis citizens, we are dedicated to providing you with the help you need to manage your investment portfolios.

 

What is Asset Management?

Asset management is the process of taking monetary investments and putting them into assets that provide positive returns - doing so increases the initial investment.

Assets can include stocks, real estate, private equity, among other vehicles. Our investment management process decides which assets you should invest in with regards to your circumstances and preferences.

Our focuses include:

  • Historical returns
  • Low risk investments relative to similar investments in the same category
  • Low risk investments compared to the market
  • Low expense ratios

 

The quality of each is supported by the research we do to ensure that each investment has returns that meet your needs.

 

Why Do You Need an Investment Management Firm?

Our role as an investment management firm is to help you design and manage your portfolios. Our process reviews them in great detail to provide you with long-term strategies that you are able to apply to your investment portfolio. We also hold regularly-scheduled meetings to keep you up to date on the progress of your investments.

 

The good thing about firms like us is that you don’t have to think about your investment strategies. We assist you in implementing our researched method that will position you well for the future.

Investment strategies are important in determining which assets to invest in. Some assets may not yield good returns, while others fare better. With our experience, we can point you in the right direction when it comes to management of your assets.

 

 

Are There Any Fees?

While most Indianapolis investment and asset management firms charge their clients commission fees, we operate on a fee-only model, which allows us to remain objective when managing your portfolio and recommending which investments to make.

Our strategy focuses on no-load funds that have no sales or surrender charges. This is a different system compared to other firms which charge set fees based on the total assets they are managing.

 

Other Financial Planning Services for Indianapolis Residents

Apart from being an Indianapolis investment management firm, we also offer broad-based financial planning services. If you need a financial planner in Indianapolis, contact us.

For investors located in Indianapolis, a city full of organizations aiming to strengthen the city’s economy, we are here to help with asset management. Our objective and researched recommendations are key to the long-term success of your investments.

We also ensure total disclosure and regular updates to keep you informed about the state of your investments.

Our services are developed for long-term returns, so for further concerns on our investment management services, do not hesitate to contact us.