SEPARATELY MANAGED ACCOUNTS · FOR REGISTERED ADVISORS

Institutional strategy,
built for advisor allocation.

Glasgow & Associates manages a focused set of separately managed account strategies designed for advisors who need discipline, transparency, and a strategy desk they can call directly.

CORE STRATEGIES

Three mandates. One discipline.

Each strategy is managed to a distinct mandate and objective, so advisors can allocate with intent rather than approximation.

Equity Income
INCOME & DIVIDEND GROWTH
A concentrated portfolio of 30–40 companies that pay an attractive dividend and have increased that dividend for many consecutive years. Holdings are selected for the fundamental ability to continue paying — and growing — that dividend going forward.
Growth Equity
GROWTH AT A REASONABLE PRICE
A concentrated portfolio of 30–40 growth companies trading at a reasonable price (GARP). Holdings exhibit strong fundamentals and technicals, and operate in sectors we believe are positioned to deliver high growth for years to come.
Y.E.S. — Yield Enhancement Strategy
DEFINED OUTCOME · STRUCTURED NOTES
Invests in a diversified, laddered portfolio of Callable Yield Notes linked to major equity indices and sector ETFs. The strategy seeks to generate consistent monthly income alongside barrier-style downside protection at maturity, with called or matured notes actively rolled into new issuance each month.
APPROACH

Built to be diligenced.

Glasgow & Associates was founded on the premise that advisors deserve a strategy partner as disciplined as the strategies themselves — transparent methodology, direct access to the people managing the money, and reporting built for how advisors actually diligence a manager.

A
Direct access
Advisors work directly with the strategy desk, not a service layer.
B
Transparent methodology
Every mandate is documented, explainable, and repeatable — nothing opaque.
C
Built for diligence
Fact sheets, methodology, and reporting designed for how advisors actually evaluate managers.
LEADERSHIP

The desk behind the strategies.

A small, direct team — advisors reach the people actually managing the portfolios.

A. Ryan Burton, CFP®
CHIEF INVESTMENT OFFICER
Leads strategy design and note selection. Oversees the firm's rules-based portfolio construction process across all three mandates.
Logan Ruthling, CFA
PORTFOLIO MANAGER
Manages ongoing portfolio monitoring, call and maturity events, and reinvestment execution for the Yield Enhancement Strategy.
Founded 2007Firm heritage
$224M AUMAssets under management
SEC RegisteredInvestment Adviser
Wilmington, NCFirm headquarters
FOR REGISTERED ADVISORS

Request strategy materials.

Fact sheets, methodology documents, and performance materials are available to registered investment advisors upon request.

Tell us a bit about your firm and which strategies you're evaluating. A member of the team will follow up directly with fact sheets and current portfolio detail, including strategy performance history.

This site is intended for use by financial professionals only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

There can be no assurance that a strategy will achieve its investment objectives. For additional information, please refer to Glasgow & Associates' Form ADV Part 2A.

Callable Yield Notes are senior unsecured debt obligations subject to the credit risk of the issuer. Returns are formula-based and contingent upon the performance of the underlying assets; principal is at risk if the underlying asset falls below the principal barrier at maturity.

The information on this site is intended solely for use by financial professionals and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security. Investing involves risk, including possible loss of principal. Separately managed account strategies are offered only pursuant to definitive documentation, which contains important information about investment objectives, risks, fees, and expenses.

Glasgow & Associates, LLC is an SEC Registered Investment Adviser. Additional information about the firm is available on the SEC's website at www.adviserinfo.sec.gov.