We Will Take the Time
To Understand your Organization’s Needs
Upon meeting, we’ll learn about your organization’s investment policies in order to offer solutions that are compliant and beneficial. Then, we’ll work together to further establish how we can best serve your needs.
Discover Our Sub-Adviser
Selection Process
Old Glory Asset Management utilizes both quantitative and qualitative screens to select our stable of sub-advisers. The sub-advisers utilized must meet the following criteria:
Performance
Past investment performance must be superior when compared to the appropriate benchmark and peer group universe. Consistency of investment returns over a market cycle is also required.
Investment Philosophy and Process
The sub-adviser must have a well-articulated investment philosophy and process. This process must be disciplined and consistently applied over a number of years.
Low Turnover of Investment Professionals
The portfolio management teams of our sub-advisers are experienced and stable. We seek out sub-advisory firms that offer a team approach to portfolio management as opposed to a “lone-wolf” decision-maker.
Strong Business Fundamentals
We affiliate with SEC-registered investment advisory firms. Our sub-advisers must have at least $150 million in assets under management and they must demonstrate a desire to increase their product offerings and client base.
Ongoing Sub-Adviser Oversight
Through on-site office visits of our sub-advisors, we review their operations and perform checks of due-diligence. We are in frequent contact with them via phone, email, and video communication.
We Continually Review Our Affiliated Sub-Advisers:
Investment Performance
Organization
Personnel Stability
Any significant, detrimental change in these factors would result in an immediate re-evaluation of the sub-advisory relationship and client notification.
At the Client Level...
We monitor portfolio holdings and performance on a monthly basis. In addition, sub-advisers are required to complete a quarterly questionnaire that indicates the status of compliance with the client’s investment guidelines. Any deviation from these standards will be immediately addressed and rectified.
