WE OFFER TWO TYPES OF INVESTMENT MANAGEMENT STRATEGIES
Active Management: a portfolio consisting of a small group of high-quality individual stocks. The goal is to outperform the market over the long term.
Passive Management: a portfolio consisting of a select few individual stocks and a small group of high-quality exchange-traded funds. The goal is to closely match the performance of the market over the long term.
We specialize in an active management strategy for clients who have a different set of goals and objectives. The goal of this strategy is to outperform the market over the long term. The objective is to invest in a small group of high-quality individual stocks that are considered the best in their industries. Investing in individual stocks allows us to pick the best performing companies in each industry and avoid the ones that are not worth owning.
Taking full advantage of great investment opportunities can only be accomplished by investing in individual stocks. It cannot be done by investing in mutual funds or exchange-traded funds. If your long-term goal is to build wealth then we believe active investing is the best way for you to achieve that goal.
Our passive management strategy is perfect for clients who prefer a more common approach to investing. This strategy consists of a select few individual stocks and a small group of high-quality exchange-traded funds that are considered some of the lowest cost funds in the industry. Clients can expect low trading activity in their portfolios with occasional adjustments to each position as needed. The goal of this strategy is to closely match the performance of the market over the long term. We offer this strategy at a much lower rate compared to other advisers because we believe the average adviser fee for passive management is far too high.
CONSIDER BOTH STRATEGIES
Clients can choose one or both strategies depending on their goals and objectives. Please refer to our company disclosure documents for more information or contact us at 419-787-3222.
WE ARE FIDUCIARIES
We take great pride in the fact that we have a Fiduciary Duty to each client. Any decision we make is based on what's best for the client and not what's best for our company.
WHAT ARE THE REQUIREMENTS?
Two initial requirements must be met to become a client of Glass City Capital Management:
A minimum investment of $25,000.00
Must be a resident of one of the following states:
Ohio or Michigan
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 general 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 to do business in the following states: Ohio and Michigan.