Client-Focused & Largely Relationship Driven
Our main priority at Old Glory Asset Management is to choose and deliver superior investment products to institutional investors. The ultimate goal is to help your organization thrive in the long run.
As a Woman-Owned Firm,
We Maintain a Unique Outlook
For over 20 years, we’ve dedicated our services to guiding institutions in their investment decisions. Furthermore, as a female-led team, we utilize an approach that considers the needs and benefits of your organization as a whole.
With client portfolios that are managed by an experienced team of sub-advisers, we strive to deliver consistent investment returns in both up and down markets.
Here’s What Else We Believe In:
Dedication to Superior Client Service
As our client, you’ll remain well informed about the success of your portfolio. Through quarterly performance reports and both formal and informal meetings, you can expect transparency throughout your experience.
Adhering to Your Investment Guidelines
We continually focus on mitigating and managing risk in our client’s portfolios by strict adherence to our client’s written investment policies. Our sub-advisers have the ability to screen portfolios for socially conscious or AFL-CIO boycotted stocks and can vote proxies based on their guidelines.
Being a Firm That Manages Managers
Old Glory is responsible for the marketing and service of our client’s portfolios. Our sub-advisors remain free to do what they do best – staying focused on investing in the stock and bond markets.