At Glass City, we take a distinctive approach to investment management. Instead of relying on generic mutual funds or ETFs, we specialize in creating actively managed investment portfolios consisting of individual stocks and theme-based funds.
What truly sets us apart from other advisers is our commitment to concentrated portfolios. We carefully select the most promising opportunities with high potential for above-average returns, ensuring that every dollar you invest works harder for you. By avoiding the diluted nature of common index funds, we're able to capitalize on investment opportunities that we believe will generate superior returns.
Recognizing that investment success depends on more than just the potential for above-average returns, we assign equal importance to evaluating and managing risk. Our advisers conduct thorough risk assessments, carefully scrutinizing factors such as market volatility, industry trends, and company fundamentals. By striking a well-calibrated balance between risk and return potential, we construct investment portfolios that are weighted based on opportunity with a consideration for risk, rather than share price or market capitalization.
Above all, our investment strategy prioritizes long-term performance, driven by our mission to provide exceptional investment returns to our clients. At Glass City, we embrace a unique and innovative approach to investing, challenging the status quo. We invite you to explore the possibilities of our performance-focused investment philosophy.
If you have any questions, please do not hesitate to contact us. Additionally, if you would like to learn more about our investment strategy and determine if our services are suitable for your needs, you can schedule a phone session with us.
1715 Indian Wood Circle, Suite 200, Maumee, Ohio 43537
Call us at 419-787-3222 Email us at firstname.lastname@example.org
Monday - Friday: By appointment only
Yes. Our company takes pride in having a fiduciary duty towards our clients, which means that we are legally bound to act in the best interest of our clients, even if it conflicts with the interests of our company. In other words, we prioritize the well-being of our clients over our own profit or benefit.
Fee-only. As a fee-only adviser, we operate on a payment model that doesn't involve receiving any commissions or kickbacks from external companies for recommending or selling their products to you. This allows us to provide unbiased and independent financial advice that is solely in your best interest. We also don't earn any commission by directing you towards investments that have high fees, ensuring that our recommendations are based on your financial goals rather than our own financial gain.
We require a minimum investment of $25,000, and you must be a resident of Ohio or Michigan.
Our advisory services are designed to help individuals who are looking to achieve long-term capital appreciation with their investments. However, whether our unique investment strategy is suitable for you will depend on various factors such as your investment profile, goals, and objectives. To determine if our services are right for you, we can arrange a discussion through an initial phone call. During this conversation, we can evaluate your investment needs and help you determine the best course of action for achieving your investment goals.
We are not financial planners. We offer investment management services only.
The information provided on this website is intended for a general audience and is not personalized investment advice targeted towards any particular individual or group. It is important to note that this information is meant to be informative and educational rather than a specific recommendation to make an investment. If you require specific advice tailored to your individual needs or circumstances, please schedule a one-on-one personal meeting to discuss your concerns and goals.
Glass City Capital Management, LLC is a registered investment adviser licensed in Ohio and Michigan.
Copyright © 2023 Glass City Capital Management, LLC - All Rights Reserved.