Approach to cash management

The Galli Investment Team

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Home
About
Resources & insights
- Market commentary
- Insights
Offerings
- Individual clients
- Corporate clients
Contact

Approach to cash management

Understanding your financial objectives, tax considerations and cash flow needs
Creating a new Investment Policy or working with your existing Investment Policy
Building a model portfolio based on the agreed upon Investment Policy
Buying securities using the open architecture of the RBC platform
Providing reporting that is tailored to meet the distinct needs of our clients
Rebalancing the portfolio as needs and objectives evolve

<p>RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>

<p>RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>

Marina Galli, NMLS # 1687429 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Marina Galli, NMLS # 1687429 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Galli Investment Team

Phone: 561-691-5328
Fax: 415-634-2550

Marina Galli, AWM, CFA

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 561-691-5328
Cell: 561-646-3931

Ross Saxon, CPFA®

Registered Client Associate

Phone: 561-691-5307

John Zavolas, AWMA®, CFP®, CRPC®

Senior Registered Client Associate

Phone: 561-691-5330

Address

Palm Beach Gardens
3801 PGA Boulevard, Suite 801
Palm Beach Gardens, FL 33410
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