Company Profile

 

Old Glory Asset Management is an SEC-Registered investment advisory firm that is focused on meeting the needs of institutional investors. John Dougherty, the President of Old Glory Asset Management, has spent over 25 years working in the investment industry assisting Institutional plans with their pension, general, health and welfare and annuity assets.

 

Old Glory’s client portfolios are managed by a highly skilled team of sub-advisers that have delivered consistent investment returns in both up and down markets. Our firm is a “manager of managers” responsible for the marketing and client service of our clients’ portfolios while the sub-advisers are doing what they do best – staying focused on investing in the stock and bond markets.

 

Client portfolios are built strictly adhering to each plans specific investment guidelines. The sub-advisers have the ability to screen portfolios for socially conscious or AFL-CIO boycotted stocks; and can vote proxies based on the AFL-CIO guidelines. Each client will be offered to receive a year-end proxy voting report.

 

Old Glory is dedicated to superior client service. Our clients are kept informed utilizing quarterly investment performance reports; as well as formal and informal client meetings. In addition, any ad hoc requests will be expediently handled by highly trained client service professionals.

 

 

 

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