At Galecki, we design and manage diversified portfolios using no-load mutual funds and individual stocks and bonds. These financial products do not have sales charges or surrender charges and do not pay commissions. Because our compensation is not based on generating a commission, you can count on the objectivity of our recommendations.
Our personalized investment strategies are long-term in nature and encompass your entire financial situation. We adhere to a disciplined course of investing in which our investment committee uses a rigorous screening process to evaluate, select and monitor investments for your managed portfolio. We focus our research on areas including:
- Historical returns
- Low risk relative to other investments in the same category
- Low risk compared to the market
- Low expense ratios
Through regularly scheduled meetings, we share with you our strategies and review your portfolio as a whole and the return of each individual investment.