We create high-quality investment portfolios
for people who seek better returns.
Our goal is to outperform the market by investing in a small group of the world’s best companies so our clients can increase their wealth and live a better life.
Does your adviser do this for you?
COMMON PROBLEMS WITH MANAGED INVESTMENT PORTFOLIOS
High Fees
High fees are common and almost always unjustified. Long-term returns will suffer if the gains in a portfolio are not enough to offset high costs. Are the returns your adviser is producing justifying their fees?
Poor investment choices
It's not uncommon for advisers to allocate a client's money into investments that have a long history of underperforming the market. Your investment holdings should always be high-quality selections.
Do you deserve anything less than the best?
Adviser incompetence
When you meet with an adviser, you probably assume that they will be the ones managing your investments. You need to know this is not always the case. They sometimes use a third party to manage their clients' investments, which may lead to extra fees that their clients shouldn't have to pay. Wouldn't you want your adviser and their company to be the ones making the decisions? We think the answer is clear.
If the adviser you sat down with isn't the one who will be managing your portfolio, then who is?
HOW WE CAN IMPROVE YOUR INVESTMENT PORTFOLIO
Low fees
Low fees
High fees are a thing of the past. There's no need to overpay for investment management with all the options that are available today. Our management fees are some of the lowest you will find. We want our clients to keep more of their own money so they can maximize their returns over time.
High fees are a thing of the past. There's no need to overpay for investment management with all the options that are available today. Our management fees are some of the lowest you will find. We want our clients to keep more of their own money so they can maximize their returns over time.
High-quality investments
High-quality investments
We only invest in high-quality companies with proven track records. Our philosophy is to invest in the world's best companies while avoiding the ones that are not worth owning.
An adviser who personally manages your investments
An adviser who personally manages your investments
We build and manage all investment portfolios in-house, and we will never transfer your money to a third party for them to manage. All investment choices are made solely by our company.
We build and manage all investment portfolios in-house, and we will never transfer your money to a third party for them to manage. All investment choices are made solely by our company.
THREE-STEP PLAN TO A BETTER INVESTMENT PORTFOLIO
1
Call or meet with us
2
We'll create a plan
3
Become a valued client
HOW WE INVEST
Active Management
An actively managed portfolio will consist of a small group of high-quality individual stocks that are considered the best in their industries. The goal is to outperform the market over the long term.
BENEFITS OF ACTIVE MANAGEMENT
The ideal amount of diversification
You don't need to own as many stocks as you might think. A small group of high-quality individual stocks from various industries is all you need for ideal diversification.
The freedom to own nothing but the best companies
Picking individual stocks gives us the freedom to invest in only the top-tier companies. There's no need to invest in anything but the best.
The ability to capitalize on great opportunities
We are always prepared to capitalize on great investment opportunities. Many other strategies lack this significant advantage. We can discuss this with you in great detail.
PASSIVE MANAGEMENT
We do offer a passive management strategy for those who prefer a more conventional way to invest. This portfolio will consist of a small group of low-cost exchange-traded funds, and a select few individual stocks with a long history of strong performance. The goal is to closely match the performance of the market over the long term. Lower fees, lower volatility, and lower trading costs are the main benefits of a passively managed portfolio.
A BRIEF SUMMARY AND OTHER POINTS OF INTEREST
You can expect to pay low fees for our services.
You will have the highest-quality portfolio we can build.
You can speak with the actual adviser who manages your portfolio.
We can provide you with a free portfolio assessment if you'd like.
Our services are suitable for people of all ages and stages of life.
WHAT ARE THE REQUIREMENTS?
1
A minimum investment of $25,000.00
2
Must be a resident of one of the following states: Ohio or Michigan
CHOOSE ONE OR BOTH STRATEGIES
Clients can choose one or both strategies, depending on their goals and objectives.
WE ARE FEE-ONLY ADVISERS WITH A FIDUCIARY DUTY
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.
In addition to our Fiduciary Duty, we are proud to be a fee-only adviser, as opposed to fee-based. We never partner with outside companies to push their products, and we don't earn commissions putting you into high-cost investments.
CONTACT US
Glass City Capital Management, LLC
1715 Indian Wood Circle, Suite 200
Maumee, Ohio 43537
Phone: 419-787-3222
Email:
Disclaimer:
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. We are licensed to do business in the following states: Ohio and Michigan.