Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Aliso Viejo, CA • flexpathstrategies.com
Rolling Meadows, IL • ajg.com
flexPATH Strategies
Gallagher Fiduciary Advisors, LLC
Key Contact(s)
Key Contact(s)
Kellen Foley 800.974.0188 • kellen.foley@flexpathstrategies.com Matt Giovinazzo 800.974.0188 • matt.giovinazzo@flexpathstrategies.com
Firm Profile flexPATH Strategies, LLC is inspired to help create successful retirement outcomes for plan participants. As a fiduciary to our clients, we partner with financial professionals, plan sponsors and investment managers to offer innovative investment solutions that are flexible, cost-effective, and easy to utilize for any investor. As of June 30, 2023 the firm manages over $54 billion in assets on behalf of hardworking Americans. For additional information on flexPATH Strategies, please visit https://www.flexpathstrategies.com
John Jurik 312.803.6318 • John_Jurik@ajg.com Mike Johnson 212.312.5434 • Michael_W_Johnson@ajg.com
Firm Profile
Primary Market(s) Served
Gallagher’s team of Financial & Retirement Services consultants is dedicated to helping organizations and individuals navigate their financial journey with confidence. We specialize in helping employers protect their businesses, reward top talent, and secure and increase their employees’ financial resiliency and health. In an increasingly complex industry, our professionals’ deep knowledge and vast experience help clients achieve successful retirement planning, sophisticated investment solutions, independent fiduciary services, personalized workplace financial wellbeing solutions, and executive benefit retention programs.
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Primary Market(s) Served
Options Available
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• Other Tools • Benchmarking Tools • Participant Advice/Participant Services • Custom Risk Based/Target Date Models • Stable Value Analysis
Home Office Employees Supporting the Business 56
Options Available • Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 178
NAPABLACKBOOK2023
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