Creating financial peace of mind


Welcome to our team website

Helping you achieve financial peace of mind is our top priority. We use a conservative style of portfolio management with the belief that it is better to strive for consistent returns rather than expose the portfolio to high risk. By focusing on proper asset allocation and quality investments, we strive to match the financial objectives and risk tolerance with the people we serve.


Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  We are also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but we think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  We see it as one more way for us to stay connected.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client

If you are not already a valued Galbraith Investment Group client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.