Agilis Partners LLC is now Gallagher, a global leader in insurance, risk management and benefits consulting. As part of our pledge to help clients confidently and easily manage pension plans and investment portfolios, you'll now have access to an expanded network of professionals and more industry-leading capabilities to tailor strategies that meet desired objectives.

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Agilis's strong record of growth, client-focused culture and consultative approach to solving problems will enhance our retirement plan and investment consulting capabilities.
J. Patrick Gallagher, Jr., Chairman and CEO

 

Providing strategy-driven solutions that meet your unique needs

We offer a comprehensive range of services, providing dynamic solutions to manage liabilities and risks across each client portfolio. Services include:

Investment risk management and consulting

Our investment professionals collaborate with you to evaluate your risk, set goals and design custom solutions using a wide array of tools. Strategies include:

  • Liability-driven investment (LDI) programs
  • Outsourced chief investment officer (OCIO)
  • Investment advisory services

Retirement benefits

Our retirement consultants and actuaries use innovative technology and customer support to find the right solution for your company and keep it running smoothly. Services include:

  • Pension plan administration
  • Specialized administration services
  • Pension risk transfer
  • Pension plan termination
  • Pooled employer plan consulting

Strategic execution

We can't stress it enough. The heart of our approach is collaboration. Our professionals take the time to understand your specific needs and customize a plan that helps you understand, plan for and manage future trends and risks. Strategic execution services include:

  • Innovative pension plan design
  • Asset liability management
  • Pension endgame strategy
  • Strategic asset allocation

Helping you make more informed decisions for a confident future

We're poised to shape the future of finance and HR by blending tradition with innovation for optimal employer and employee outcomes. Using our combined deep-rooted experience and data, we'll help you tackle complex business challenges and create customized solutions for insurance, pension, savings and investment plans that help foster financial stability and a secure future.

If you have any questions, fill out the form below, or learn more about Gallagher.

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Disclaimer

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.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS

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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For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 330-1011.