GARRETT NAGLE & CO.
WHY PARTNER WITH GN&Co.
Clients’ portfolios are managed in a customized manner based upon each client’s individual risk tolerance and return objectives. The cornerstone of our philosophy is a belief that proper asset allocation is the key to consistent long-term investment success. Asset allocation involves dividing an investment portfolio among different asset class categories such as domestic and foreign stocks, domestic and foreign bonds, alternative asset classes and cash.
We believe that no one can consistently predict future asset class leadership, thus it makes the most sense to be diversified among multiple asset classes. Our four-step approach is as follows:
New SEC disclosure: Form CRS (Customer Relationship Summary)
Garrett Nagle & Co., Inc. (“GN&Co”) is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.