Religious Institutions

Michael Walsh
VP/ Portfolio Manager
27 Years of investment experience
Serving the religious marketplace

Sandra Shotwell
VP/ Director of Marketing
20 years of investment experience
14 of those serving the religious marketplace

Since 1945, J.A. Glynn & Co. has focused on serving the unique investment needs of the religious institutional community. We offer a variety of products and services that seek to preserve capital, provide income for current needs, growth for future needs, and incorporate ethical standards into the investment management process. We are proud that we have been able to provide these services to religious institutes for over 60 years. We sponsor a variety of religious organizations and conferences, including LCWR, NATRI and NCDC. In addition, we are affiliate members of the Interfaith Center for Corporate Responsibility.

While JAG acts as stand-alone investment manager for some of our clients, our real value is in our “turn-key” package of services. We are able to provide consulting, investment management, socially responsible investing, reporting, trading and custodial services within our wrap-fee structure. This “turn-key” product not only reduces the fees charged – it also streamlines and simplifies the process for our clients.

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