Investment Management for Every Stage of Your Life
Working together towards your financial goals
Glastonburg Group offers investment management and advisory services to affluent and high net worth individuals both in the US and abroad.
We believe our clients deserve unbiased advice, offered by advisors who develop a personalized investment plan that is based on each client's current financial situation, risk tolerance, and long term objectives.
Our firm's fee-based investment management compensation structure enables us to best serve our clients. Since it is not driven by commissions or quotas, it allows for both our client and the advisor's objectives to be aligned for success.
Clients' assets are held in custody by Pershing, a subsidiary of Bank of New York Mellon, which is a leading global provider of financial business solutions and serves many of the world's most respected financial organizations. Our relationship with Pershing offers our clients access to NetxInvestor, Pershing's revolutionary technology platform providing the tools needed to manage our client's accounts and deliver first-rate service.