Gallagher Capital Corp. provides discretionary investment management services focused primarily on fixed income portfolios, such as municipal bonds, corporate bonds, government bonds, certificates of deposit, and money market funds. Founded by Kathy Gallagher, the firm specializes in creating customized investment strategies designed to generate income and preserve capital for individuals, retirement accounts, and trusts. Gallagher Capital Corp. emphasizes personalized service, working closely with each client to establish specific investment parameters, credit quality constraints, and duration targets recorded in a written Investment Policy Statement. The firm does not offer comprehensive financial planning, but rather concentrates exclusively on bond portfolio management. Clients maintain their assets with independent custodians, and the firm operates on a fee schedule based on the value of the portfolio managed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are calculated as a percentage of assets under management including cash, payable pro-rata at the beginning of each quarter. Advisory fees are negotiable based on written contracts with clients.