McGlynn Advisors uses best of class investment vehicles, and sells no proprietary products. Exchange traded funds are often used and portfolio turnover is kept to a minimum to minimize costs and lower tax liability. Individual stocks, bonds, funds, commodities and preferred securities are carefully selected. We also utilize alternative investment strategies such as currency and hedging vehicles to enhance returns, increase diversification and lower risk. Adequate liquidity is also maintained at all times in order to satisfy capital needs and to take advantage of pricing inefficiencies. As a Registered Investment Adviser (RIA) we adhere to strict fiduciary requirements and responsibilities.
In conjunction with our wealth management expertise, McGlynn Advisors provides assistance with various aspects of estate, retirement and financial planning. We work with leading CPAs, trust and estate attorneys, real estate and insurance professionals. McGlynn Advisors also offers asset servicing and cashiering; trust administration, tax and performance reporting and business, philanthropic, corporate stock option planning.
Clients receive quarterly statements and confirmations of all transactions. We schedule regular meetings to discuss investment progress as often as necessary.
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