For investors seeking capital appreciation.
As an independent registered investment adviser, we take a different approach to investing by making concentrated investments in individual stocks. We purposely own very few stocks at a time, and we rarely invest in mutual funds or ETFs. Each company we invest in is carefully selected based on its quality, the industry it belongs to, the attractiveness of its valuation, the strength of its financial statements, and its outlook for future success. Our investment strategy is not generic, it is unique, and our portfolio management is only available to the clients of our firm. At Glass City, we think differently, and we invest differently. We invite you to do the same.
Feel free to contact us with any questions you may have or schedule a phone session to learn more about our investment strategy and whether or not our services are right for you.
1715 Indian Wood Circle, Suite 200, Maumee, Ohio 43537
Monday - Friday: By appointment only
Yes. We take great pride in the fact that we have a Fiduciary Duty to act in the best interest of our clients and not what's best for our company.
We are a fee-only adviser. Choosing to be a fee-only adviser means we never partner with outside companies to push products, and we don't earn commissions putting you into high-cost investments.
We require a minimum investment of $25,000, and you must be a resident of Ohio or Michigan.
Generally speaking, our services are suitable for people who seek capital appreciation. However, it mainly depends on your overall investment profile and your long-term goals and objectives. We can quickly determine the answer to this question by scheduling a friendly conversation through either a phone call, virtual session, or personal meeting.
We are not financial planners. We offer investment advisory services only. We do not give tax advice, sell insurance, or create financial plans. Instead, think of us as your very own portfolio manager that specializes in managing your investments.
The information found on this website is not specifically targeted to any one individual or group and is not considered investment advice. It is general information only and intended for a broad audience. Any specific advice for an individual or group will only be provided in a one-on-one personal meeting.
Glass City Capital Management, LLC is a registered investment adviser licensed in Ohio and Michigan.