About Our Firm: Overview

Over the last decade, wealth management providers have moved to open architecture conflict-free models in an effort to offer the absolute best investment strategies and managers based on the needs of individuals, families and family offices. As this model has developed over the years, it has become clear that the next generation of providers must expand the array of family office services offered, and protect the manner in which clients require their capital to be allocated. Recognizing a deep concern that traditional money management firms were drifting from this foundation of open architecture, an innovative partnership was formed between Gleneagles Group and Glenmore Advisors. This partnership effectively addresses both the traditional family office needs and the sophisticated capital allocation requirements of individuals and families of significant wealth. Guided by the principles of exceptional service, objectivity, innovation, and technology, Glenmore opened its doors to clients that sought an assurance that their interests were always aligned with creative planning techniques and innovative investment strategies.