f3Logic, LLC, a Burnsville, Minnesota-based company that provides technology, operations and investment management solutions to individual advisors and registered investment advisory firms, is now Gallagher.

The partnership expands Gallagher's ability to deliver financial wellness-related benefits, including a wealth management platform to support all facets of a financial planning business. f3Logic's commitment to a client-first approach makes it an ideal partner with Gallagher, whose global resources mean advisors have access to a deeper layer of experience, capabilities and offerings.

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We’re excited to help our advisors better serve their clients and families by diving deeper into the specific issues they find most concerning — whether that is investing in a volatile market, retirement income, long-term care, estate planning or saving for milestones.
Mike Vaccaro, Head of Business Development and Strategy

Partnering with Gallagher how you see fit

We equip your registered investment advisor (RIA) team with the cutting-edge technology and specialized skills necessary to attain unparalleled client satisfaction with complete control over your investment strategies and growth initiatives.

Comprehensive solutions help ensure clients are your No. 1 priority

We provide the foundation that gives advisors back the time they need to focus on client management and business development by streamlining their practice, alleviating resource pressures and adding efficiency and scale to everyday operations.

Our in-house teams are dedicated to supporting your success at every level. With the complexity of your project and goals in mind, we provide professional consultants to do the work they have knowledge in, as well as coordinating the entire team.

Built by advisors for advisors, our services are designed to give you complete control over your investment strategies and growth initiatives. Some of the services we provide include:

  • Advanced technology to revolutionize client experience
  • Technology integration and management
  • Billing review and account debiting
  • Account opening and servicing
  • Tax optimization
  • Investment management and trading
  • Proposal generation

In addition, our dedicated customer support staff works with you to mitigate the execution risk and support operations necessary for effective portfolio performance.

  • Expand your toolbox. We help bring modern investment designs and strategies to your clients quickly.
  • Holistic portfolio management. We work with each advisor to help craft a customized, institutional investment approach. From there, we collaborate with each advisor to align the portfolio with the end client.
  • Unique approach to risk. Our unique focus on risk mitigation strategies helps to foster successful portfolio performance and satisfied clients. We account for the behavioral biases of an investor when customizing their risk profile.
  • Additional staff supervision. We maintain a specialized team of investment consultants and researchers so you don't have to.
  • Experience. Gallagher's Compliance team oversees potential compliance issues and can provide awareness to avoid problems before they occur.
  • Overcoming fiduciary fatigue. We improve fiduciary oversight to effectively account for and comply with increasingly dynamic regulations. Gallagher offers co-fiduciary status on all advisory accounts to address the problem of regulatory risk.
  • Monitoring and alerts. We're consistently monitoring the ever-changing regulatory environment to help ensure advisors are up-to-date on all new developments. As new laws are passed, Gallagher provides alerts to advisors and works with each one to determine any effect it may have.

Gallagher's Life and Annuity Brokerage is a full-service partner designed for financial professionals who'd like to expand their offerings to clients.

The Life and Annuity Brokerage sees the market at an elite level and can leverage strong relationships with top insurance carriers to help you protect your clients with the right product.

Our team will align with your firm's unique methods to support your holistic design and maximize planning strategies within a client's portfolio.

Contact us at (908) 415-9477 or complete the form below.

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This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

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As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.

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