 | |  | | GLASGOW PARTNERS, LLC | |
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| | | | | Glasgow Partners, LLC is an investment advisor registered with the United States Securities and Exchange Commission under the Investment Advisory Act of 1940. Our clientele consists exclusively of Federally chartered and State chartered credit unions insured by the National Credit Union Administration. The non-discretionary fee-based relationships are built on 3 main principals:
- Maintaining the highest level of service possible
- Individual securities are a commodity - Effective portfolios are not
- Strict accordance with NCUA rules and regulations
As credit union assets continue to grow, it becomes increasingly more important to have a long term, strategic plan for these new assets. Rather than reacting to liquidity or liquidity needs, we assist CEOs, CFOs, and Boards in planning around liquidity. Our laddered portfolio strategies work lock-step with your budgetary constraints.
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| |  | | © Copyright 2009 Glasgow Partners, LLC | |
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