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Service Focused on Long-Term Success
Since our inception in 1971, we have achieved competitive investment returns for our clients over full market cycles.
Located in Wyomissing, Pa., the firm manages assets in both separate accounts and pooled partnerships. We are a second-generation, independent, employee-owned investment advisory firm with a proven record of performance, and a commitment to providing a high level of hands-on, personal service.
Advisory Accounts
McGlinn manages customized accounts designed to meet the investment needs of organizations and individuals, helping to ensure that their investment objectives are met.
We offer equity accounts benchmarked against both the S&P 500 and Russell 1000 Value indexes. Our fixed income portfolios use the Lehman Aggregate Index as their benchmark.
Partnerships
We offer qualified investors a range of partnership funds designed to meet a variety of investment goals, including long-term capital appreciation, capital preservation, and income.
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