Old Glory Asset Management provides investment management services to institutional investors, offering products in U.S. Equity and U.S. Fixed Income. Old Glory acts as a "manager of managers," handling marketing and client service while unaffiliated sub-advisers manage the investments. Client portfolios are built according to specific investment guidelines. Old Glory also provides access to Equitable Structured Capital Strategies Variable Annuity Products and financial institution consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25M+ | 0.60% |
These rates apply to Large Cap Value/Large Cap Growth/Large Cap Core Equity. Small/SMID Cap Equity is 1.00% on all assets. Core Fixed Income/Enhanced Core Fixed Income/Short Duration Fixed Income: First $25 Million: 0.40%, Next $25 Million: 0.35%, Over $50 Million: 0.30%. Core Plus Fixed Income: First $10 Million: 0.50%, Next $40 Million: 0.40%, Over $50 Million: 0.30%. Equitable Structured Capital Strategies Products: All Assets: 0.50%. Fees may be negotiable.