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Submitted URL: https://gallirbc.com/
Effective URL: https://us.rbcwealthmanagement.com/thegalliinvestmentteam/
Submission: On March 06 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://us.rbcwealthmanagement.com/thegalliinvestmentteam/
Submission: On March 06 via automatic, source certstream-suspicious — Scanned from DE
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<h2>Let us help you grow more than wealth</h2>
<hr>
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<h3>Broken forever?</h3> Barron's article regarding money-market funds. <a href="http://online.barrons.com/article/SB50001424052748704330804577139010061430508.html?mod=TWM_pastedition_1#email" target="_blank">Read Article</a>
<h3>Marina Galli named to Advisor Hub - Advisors to Watch list in 2022</h3>
<div>
<p>We are pleased to annouce that Marina Galli was named an Advisor to Watch by Advisor Hub. </p>
</div>
<h3>Marina Galli earns Accredited Wealth Manager designation</h3> We are pleased to announce that Marina Galli has earned the designation of Accredited Wealth Manager (AWM).
<a href="/delegate/services/file/188531/content" target="_blank">View Press Release</a>
</div>
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<div class="disclosure" data-id="2624032" data-type="PRE_APPROVED"><p>The 2022 AdvisorHub &quot;Advisors to Watch&quot; award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this
award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The
financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor&#39;s future performance.</p>
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<h3>Value statement</h3>
<div>We manage taxable and tax-exempt short-term bond portfolios that are customized to meet specific investment objectives. We help our clients clarify and define their risk parameters. When building each custom portfolio, our team
incorporates the clients’ cash flow needs and objectives. Our clients include public companies, private companies, foundations, and high net worth individuals.</div>
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<hr>
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<h3>Let's take the next step together</h3>
<p>We welcome you to experience the RBC Wealth Management difference yourself. <a href="javascript:contacturl();">Contact us</a> today to set up a meeting.</p>
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<h3><img alt="Global Insight: A changing of the guard" src="/documents/10192/0/FebruaryGIMonthly0208.jpg/1313c4b7-000a-4ce2-9abe-0c72b9bcda7b?t=1675970769438" style="float: left; width: 185px; height: 237px;">A changing of the guard?</h3>
<p>Is the dollar's multiyear rally coming to an end? We examine the drivers of that rally, what's changed, and the implications for global investors. Read the full economic outlook in the latest edition of
<a href="https://www.rbcinsight.com/WM/Share/ResearchViewer/?SSS_F6C6F5C251D5A3F1BAF8D73C37B22246" target="_blank">Global Insight Monthly</a>. </p>
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<div class="col-md-12 col-xs-8"> <a href="/thegalliinvestmentteam/blog/4752856-Chinas-reopening-Facts-and-forecasts"> <h4 class="meta-normal no-marg-bottom">China’s reopening: Facts and forecasts </h4> </a> <span
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<p class="spacer-5">Post-pandemic activity is surprising to the upside, and we think more is in store for the economy. </p>
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BROKEN FOREVER?
Barron's article regarding money-market funds. Read Article
MARINA GALLI NAMED TO ADVISOR HUB - ADVISORS TO WATCH LIST IN 2022
We are pleased to annouce that Marina Galli was named an Advisor to Watch by
Advisor Hub.
MARINA GALLI EARNS ACCREDITED WEALTH MANAGER DESIGNATION
We are pleased to announce that Marina Galli has earned the designation of
Accredited Wealth Manager (AWM). View Press Release
<p>The 2022 AdvisorHub "Advisors to Watch" award was announced
September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered
for this award. The ranking recognizes advisors across the country for their
quality of practice, professionalism, character and community involvement.
Criteria considered included: assets under management, production/revenue, team
size and more. The financial advisor does not pay a fee to be considered for or
to receive this award. This award does not evaluate the quality of services
provided to clients. This is not indicative of this financial advisor's
future performance.</p>
VALUE STATEMENT
We manage taxable and tax-exempt short-term bond portfolios that are customized
to meet specific investment objectives. We help our clients clarify and define
their risk parameters. When building each custom portfolio, our team
incorporates the clients’ cash flow needs and objectives. Our clients include
public companies, private companies, foundations, and high net worth
individuals.
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LET'S TAKE THE NEXT STEP TOGETHER
We welcome you to experience the RBC Wealth Management difference yourself.
Contact us today to set up a meeting.
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DISCLOSURES
The 2022 AdvisorHub "Advisors to Watch" award was announced September 2022. Data
as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The
ranking recognizes advisors across the country for their quality of practice,
professionalism, character and community involvement. Criteria considered
included: assets under management, production/revenue, team size and more. The
financial advisor does not pay a fee to be considered for or to receive this
award. This award does not evaluate the quality of services provided to clients.
This is not indicative of this financial advisor's future performance.
Marina Galli is currently registered to conduct business with residents of the
following states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, MI, NC, NJ, NV,
NY, PA, TX, UT, VA, WA. California Insurance License # 0H11452.
Marina Galli, NMLS # 1687429 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
Read additional advisor disclosures.
A CHANGING OF THE GUARD?
Is the dollar's multiyear rally coming to an end? We examine the drivers of that
rally, what's changed, and the implications for global investors. Read the full
economic outlook in the latest edition of Global Insight Monthly.
LATEST INSIGHTS
CHINA’S REOPENING: FACTS AND FORECASTS
Post-pandemic activity is surprising to the upside, and we think more is in
store for the economy.
Read more
Marina Galli is currently registered to conduct business with residents of the
following states: AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, MI, NC, NJ, NV,
NY, PA, TX, UT, VA, WA. California Insurance License # 0H11452.
Marina Galli, NMLS # 1687429 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Marina Galli, NMLS # 1687429 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Marina Galli, NMLS # 1687429 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
Read additional advisor disclosures.
Obtain more information about this financial advisor on FINRA's BrokerCheck
website
--------------------------------------------------------------------------------
Investment and insurance products offered through RBC Wealth Management are not
insured by the FDIC or any other federal government agency, are not deposits or
other obligations of, or guaranteed by, a bank or any bank affiliate, and are
subject to investment risks, including possible loss of the principal amount
invested.
Contact information
The Galli Investment Team
Phone: 561-691-5328
Fax: 415-634-2550
--------------------------------------------------------------------------------
Marina Galli, AWM, CFA
Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
561-691-5328
Ross Saxon, CPFA®
Registered Client Associate
561-691-5307
John Zavolas, AWMA®, CFP®, CRPC®
Senior Registered Client Associate
561-691-5330
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