Galliard Capital Management

Firm Profile

Galliard was founded in 1995 as a wholly owned, independently operated investment management subsidiary of Wells Fargo Bank, N.A. Headquartered in Minneapolis, we focus exclusively on providing fixed income and stable value management services to institutional investors.

We manage investment portfolios for a wide variety of institutional clients including corporate retirement/benefit plans, operating funds, insurance reserves, foundations and endowments, healthcare funds, Taft Hartley plans and public entities.

Our experienced team works closely with each of our clients to customize solutions for their investment needs with our conservative approach to money management. For over 20 years, we have been committed to delivering what it is we say we’ll deliver: consistent investment performance and exceptional client service.

KEY CONTACTS
Linh Buoen – 612-667-1160, linh.t.buoen@galliard.com
Mike Norman – 612-667-3219, michael.d.norman@galliard.com

WEBSITE
www.Galliard.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million)

# OF PLANS SERVED BY TYPE
As of 06/30/16
401(k): 9,364
Money purchase: 30
457: 168
Defined benefit: 2
Other: 88

TOTAL AUM ($MM)
As of 6/30/16: $88,809.98 MM
As of 12/31/15: $85,384.23 MM
As of 12/31/14: $84,384.23 MM

TOP FUNDS BY DC ASSETS
1. Wells Fargo Stable Return Fund: $30,007.49 MM
2. Managed Income Fund: $3,224.94 MM

ADVISOR SUPPORT SERVICES
Compliance support, plan benchmarking, training for DC plan sales/service, investment committee meetings, marketing materials, participant fact sheets