Mission & Vision


As an investor and advisor Reto Gallati is committed to providing superior returns to his clients by focusing on long-term objectives. As an author, Gallati educates readers in the best business and investing practices that he has developed based on his 30 years in the investment industry. Gallati believes that successful investing requires a concentrated effort, teamwork and a commitment to excellence.


To be a highly knowledgeable resource for those looking to define their investment process and learn more about the tactics and tools its take to become a successful investor.

"Outstanding investment professional. One of the few I have encountered who are able to transition between quantitative and fundamental, both with respect to risk and alpha."