Public Safety Financial/galloway

Galloway Asset Management, LLC, operating as Public Safety Financial/Galloway, is a registered investment advisor specializing in investment advice and portfolio management. Established on June 26, 2006, the firm offers asset allocation services through PSF/Galloway Portfolios, tailored to meet various investment objectives. Clients grant discretionary authority to PSF/Galloway to select and invest in specific securities based on model portfolios or customized strategies. The firm provides financial planning services without additional charges and allows clients to impose reasonable restrictions on investments. PSF/Galloway manages client assets totaling $930,393,755 on a discretionary basis and $11,841,985 on a non-discretionary basis as of December 31, 2024. The fee structure includes asset-based fees ranging from 0.35% to 1.25% per year, depending on the portfolio type. Clients can terminate services at any time, with prepaid fees refunded on a pro-rated basis. PSF/Galloway does not charge performance-based fees and serves individuals, trusts, estates, and high net worth individuals with no minimum investment requirement for PSF/Galloway Portfolios, though recommended amounts range from $50,000 to $100,000. The firm's investment strategies are based on model portfolios and third-party analysis, considering individual client needs, goals, and risk tolerance. PSF/Galloway does not have any disciplinary information to report and does not vote proxies on behalf of clients.