Who We Are

Gartland & Mellina Group was formed by a team of professionals with an average of 25+ years experience within the Financial Services Industry. Our goals and operating objectives are to:

  • Team with our clients as their “Trusted Advisor”
  • Be fully accountable to our clients
  • Collaborate with leading-edge technology companies in order to bring cost effective solutions to our clients
Learn more about us

GMG Spotlight

Goals-based Investing: A New Approach to Wealth Management

The financial services industry is in the midst of sweeping shifts in demographics between two generations of investors and the approach for meeting the needs of both is evolving towards a holistic, goals-based approach to wealth management.

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Fundamental Review of the Trading Book (FRTB)

FRTB will result in an estimated 40% weighted average increase in total market risk capital requirements from the current Basel 2.5 levels. National supervisory rule-making is required by January 2019; banks are required to be fully compliant and reporting under the new standards by December 31, 2019. Will your firm be ready?

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Department of Labor (DOL) Fiduciary Rule Takes Effect

On June 9th, the much anticipated and debated Fiduciary Rule went into effect requiring financial advisers to act in the “best interest” of their clients in retirement accounts and adhere to the Impartial Conduct Standards set by the DOL.

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Gartland & Mellina Group — A Management Consulting Company