Gualario & Co. offers a wide variety of investment advisory services.  Described below are our two primary products, Large-Cap US Equity and Real Estate Investments.

Advisory Services

Large Cap US Equity portfolios focus on corporate earnings and include investments  in long equity positions of select S&P 500 Index companies.

Large Cap US Equity

Real Estate portfolios are managed for clients who seek investments in real estate through participation in non-publicly traded investment vehicles.

Real Estate Investments

Our Large Cap Equity Composite has consistently outperformed the S&P 500 Index.

Performance History

Our investment process uses quantitative and qualitative analysis and evaluations in selecting investments.

Investment Process

GUALARIO & CO., LLC
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