Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC (GFA), headquartered in Rolling Meadows, Illinois, is an SEC-registered investment adviser specializing in fiduciary advisory services predominantly for pension and profit-sharing plans. As a subsidiary within the Gallagher group of companies, GFA serves institutional clients with comprehensive investment oversight, fiduciary consulting, and plan governance. The firm was founded in 2011 and employs over 130 professionals, including a majority of investors and brokers. GFA's advisory services address a range of complex and regulated financial arrangements and focus primarily on institutional clients.
Investment Strategy
Gallagher Fiduciary Advisors crafts tailored investment solutions for institutional clients, focusing on the unique needs of pension and profit-sharing plans. Their strategic approach involves portfolio oversight, asset allocation advisory, and ongoing fiduciary governance to ensure compliance with regulatory standards and alignment with client objectives. The firm utilizes a disciplined investment process, leveraging diversified asset classes and both passive and active management, while maintaining an emphasis on risk management and cost efficiency for large, complex plan sponsors.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MCD | MCDONALDS CORP | 53.16% | $1.37B | 4,702,188 | $312.36 | $292.17 | -$137.8M |
P PCG | PG&E CORP | 11.09% | $286.6M | 20,560,455 | $17.18 | $13.94 | -$69.7M |
D DAL | DELTA AIR LINES INC DEL | 8.42% | $217.6M | 4,424,325 | $43.60 | $49.18 | +$19.6M |
C CBRE | CBRE GROUP INC | 5.05% | $130.5M | 931,187 | $130.78 | $140.12 | +$7.9M |
K KORP | AMERICAN CENTY ETF TR | 1.75% | $45.3M | 962,573 | $47.07 | $47.07 | +$45.3M |