Public Safety Financial/Galloway offers investment management and portfolio advisory services, focusing heavily on public-sector clients, municipal government defined contribution plans, and individual retail investors. Public Safety Financial/Galloway designs and manages several model portfolios, including actively and passively managed exchange-traded fund portfolios and venture portfolios, tailored to fit different risk tolerances and investment objectives. While the firm primarily handles investment management on a discretionary basis, it also provides financial education and training programs through contracts with various public safety organizations. The investment approach utilizes third-party research reports and fundamental selection criteria such as performance history, management styles, and fee structures. Public Safety Financial/Galloway is registered with the Securities and Exchange Commission as a registered investment advisor and operates as a division of Modern Wealth Management, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary by portfolio type: Venture and All Inclusive portfolios charge 1.25%, ETF Active portfolios charge 0.75%, and ETF Passive portfolios charge between 0.35% and 0.75%.