A Wall Street firm dedicated to our clients’ interests.

Gualario & Co., LLC is an investment advisor registered with the United States Securities and Exchange Commission.  The firm provides a wide range of investment advisory services with a specialization in portfolio management. 

The firm manages client assets through its Separately Managed Accounts Program which consists of its Large Cap Equity Composite and its Real Estate Holdings.  Large Cap Equity accounts are managed in accordance with the firm’s proprietary Large Cap Equity Model that seeks to provide above-average returns from investments in large cap U.S. stocks.  Real Estate Holdings accounts are managed for clients who seek returns from investments in real estate through non-publicly traded limited partnerships, limited liability companies and promissory notes offered by firm approved investment issuers.

 

For a more detailed description of Gualario & Co., LLC’s investment advisory services, please contact the company for a copy of its Form ADV-Part II.

 

*There is no guaranty that the SMAP will meet their investment objectives.
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Our Firm

GUALARIO & CO., LLC

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