Institutional

Along with providing personal investment management services for a small group of wealthy investors, the Galileo organization also serves institutional clients.

To meet the special needs of our clients, we have established what we consider is an industry-leading reporting regime that includes:

• Standard or Custom Reports (frequency determined by our client)
• Transaction Reports
• Income Reports
• Performance and Portfolio Valuation Reports
• Capital Gains Reports
• Compliance Reports

As well, those responsible for institutional portfolios meet directly with clients to review progress on a regular basis.