Helping to Plan and Manage Your Financial Future

Investment Philosophy

  • We believe that over long periods of time, stocks offer the potential for higher returns than bonds which offer higher potential total returns than cash.
  • We believe that Time is more important than Timing. Trying to time the market requires that an investor move out of the market at the right time and then move back in at the right time. Both decisions must be correct or potential gains may not be realized. We do not believe that the market can successfully be timed over long periods.
  • We believe in portfolio diversification; combining stocks, bonds, and cash in such a way as to balance risk and reward while reducing potential volatility.

  • We believe in using proven management in our investment funds.

  • We believe in keeping expenses low.

  • We believe that markets will fluctuate, but over prolonged periods of time, they have the ability to deliver positive returns in excess of one year Certificate of Deposit rates.

  • We believe that incorporating these factors into a cohesive plan allows our client's assets to enjoy the potential to help achieve the targeted returns.

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Daniel J. Galli & Associates are not affiliated.  Additional products and services may be available through Daniel J. Galli or Daniel J. Galli & Associates that are not offered through AIC.

Securities products are limited to residents of CA, CT, FL, GA, IN, MA, MD, ME, MI, MO, NH, NJ, NY, OR, PA, RI, TX, VA, VT and WA

Licensed for insurance sales in MA, RI, NH, WA, and FL.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Daniel J. Galli & Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

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