Galloway Capital Partners manages investment portfolios and provides tailored investment advice for high-net-worth individuals, private funds, corporations, and institutions. Galloway Capital Partners develops a personal investment policy based on each client's individual needs and objectives. The firm can manage accounts with the authority to make trades without asking first or on a non-discretionary basis, and clients can place reasonable restrictions on what can be bought or sold in their accounts. Investment strategies typically involve long- or short-term purchases of stocks, mutual funds, and fixed-income securities, using fundamental, technical, and cyclical analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees are based on a percentage of assets under management of up to 1%. Certain clients may negotiate performance-based fee arrangements if they meet wealth or investment minimums.