Business Details
23 Years
experience
Trusted Financial Advisers for Institutional Investors
We are a woman-owned, SEC-registered investment advisory firm dedicated to delivering tailored investment management solutions for institutional investors. Founded in 2003, our 100% employee-owned structure ensures a steadfast commitment to client service and competitive performance. Our approach combines rigorous sub-adviser selection, data-driven portfolio construction, and strict adherence to client investment policies. With over 20 years of collective experience, our team prioritizes transparency through quarterly performance reports and regular client communication.We specialize in managing managers, enabling sub-advisers to focus on market expertise while we handle client relationships. Our female-led perspective emphasizes holistic organizational needs, and we maintain strict compliance with risk management protocols, including proxy voting aligned with client guidelines. Our sub-advisers manage portfolios across asset classes, adhering to benchmarks while maintaining flexibility for socially conscious investing.
Services
Investment Management
Portfolio Construction
Sub-Adviser Selection
Risk Management
Institutional Advisory
ESG Investing
Proxy Voting Services
Details
- Year established: 2003
Highlights and features
- We are SEC-registered investment advisers with 20+ years of institutional experience
- Our female-led, employee-owned structure ensures client-aligned priorities
- We maintain rigorous sub-adviser selection criteria including $150M+ AUM requirements
- Our portfolios undergo quarterly compliance questionnaires for policy adherence
- We provide transparent reporting with monthly portfolio monitoring and quarterly reviews
Associations and certifications
- U.S. Securities and Exchange Commission
Services
Investment Management
We provide institutional investors with customized investment management solutions through a network of specialized sub-advisers. Our approach combines rigorous manager selection with ongoing performance monitoring to ensure alignment with client objectives. Services include risk assessment, asset allocation, and quarterly compliance reporting.
Sub-Adviser Selection
Our proprietary selection process evaluates sub-advisers based on performance, investment philosophy, team stability, and business fundamentals. We require minimum $150M AUM and conduct regular on-site reviews to maintain high standards of service quality and compliance.
Risk Management
We implement strict risk controls including benchmark comparisons, portfolio turnover limits, and automatic reviews for underperforming holdings. Our sub-advisers screen for socially conscious investments and adhere to client-specific guidelines for proxy voting.
Institutional Advisory
We work closely with institutional clients to understand investment policies and develop compliant strategies. Services include quarterly performance reporting, formal reviews, and tailored portfolio adjustments to meet evolving organizational needs.
ESG Investing
Our sub-advisers offer socially conscious investment options with screening capabilities for AFL-CIO boycotted stocks. We integrate ESG factors into portfolio construction while maintaining focus on financial performance and risk-adjusted returns.
People
Mary Jean Dougherty
CEO and Co-Founder
With 30+ years in investment services, Mary Jean leads our female-owned firm. She previously served as SEI Investments' VP of Client Services. She holds an MBA in Finance from Villanova University and a BSBA in Finance from Shippensburg University.
John Dougherty
President and Co-Founder
John brings 30+ years of investment industry experience to our leadership team. Prior to co-founding Old Glory, he served as Director of Taft Hartley Marketing at Turner Investment Partners. He earned an MBA in Finance from Villanova University and a BS in Finance from Penn State.
Questions
What types of institutional clients do you serve?
We work with labor unions, corporations, government entities, foundations, endowments, and institutional retirement plans seeking professional investment management services.
How do you select sub-advisers for portfolios?
We use quantitative and qualitative criteria including performance history, investment philosophy consistency, team stability, and business fundamentals with minimum $150M AUM requirements.
What investment strategies are available?
We offer SMID Cap Growth, Large Cap Growth, Large Cap Value, Core Fixed Income, and Core Plus Fixed Income strategies through specialized sub-advisers.
How do you ensure compliance with investment policies?
We conduct monthly portfolio monitoring, require quarterly compliance questionnaires from sub-advisers, and perform regular reviews to ensure strict adherence to client investment guidelines.
What risk management practices do you employ?
Our risk controls include benchmark comparisons, automatic underperformance reviews, portfolio turnover limits, and ongoing sub-adviser oversight through on-site visits and regular communication.
