Gallagher Fiduciary Advisors

GFA’s investment committee and portfolio managers direct asset allocation and manager selection. Specific named professionals are not disclosed on the public website. Decisions follow the institutional due diligence framework governed by Arthur J. Gallagher & Co.’s fiduciary standards.

GFA does not source direct proprietary deals. It selects from open-architecture third-party asset managers across asset classes, applying its own due diligence and monitoring processes. Access to managers comes through brokerage relationships and market screening, not through captive origination.

GFA is a registered investment adviser and fund-of-funds manager operating within Arthur J. Gallagher & Co., a publicly traded insurance brokerage (NYSE: AJG). It is not a family office. It serves institutional clients with discretionary and advisory outsourced CIO and manager-selection services.

GFA commits capital to third-party pooled investment vehicles — mutual funds, ETFs, private credit funds, and alternative funds. It does not make direct equity or debt investments in portfolio companies. Its focus is manager selection and portfolio construction, not direct deal origination.

GFA targets fixed income, equities, private credit, and alternative strategies. Stage focus is broad, covering core fixed income, public equity, and institutional alternative funds. Private market allocations are through fund-of-funds or manager-of-managers structures, not direct venture or buyout stages.