We Design Concentrated Investment Portfolios of High-quality Stocks and Theme-based Funds
Our mission is to generate above-average returns for our clients.
WE SPECIALIZE IN A FOCUS INVESTING STRATEGY
Focus investing is the concentration of capital in a select few investments that are likely to produce above-average returns over the long term. Our firm specializes in this strategy by designing concentrated investment portfolios of high-quality stocks and theme-based funds. Each stock we invest in is selected based on its quality, the industry it belongs to, the attractiveness of the opportunity, the strength of its financial statements, and its outlook for future success. The funds we invest in focus on specific themes that provide exposure to complex yet innovative areas of the market. Our Focus strategy aims to generate above-average returns for clients whose objective is to build wealth through long-term capital appreciation.
THREE-STEP PLAN TO BECOME A CLIENT
We'll discuss our Focus investing strategy in detail.
You decide if our strategy is right for you.
SUITABILITY
Our services are suitable for people of all ages and stages of life.
WHAT ARE THE REQUIREMENTS?
A minimum investment of $25,000.
Must be a resident of Ohio or Michigan.
FEE-ONLY ADVISER WITH A FIDUCIARY DUTY
We take great pride in the fact that we have a Fiduciary Duty to each client. We make every decision 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 instead of fee-based. This means we never partner with outside companies to push products, and we don't earn commissions putting you into
high-cost investments.
WE FOCUS ON PERFORMANCE
Chad Clay
Founder and Managing Member
About Glass City Capital Management, LLC
Located in Maumee, Ohio, Glass City Capital Management is a registered investment adviser licensed in Ohio and Michigan. Our company's sole purpose is to provide what we think is a far better way to invest compared to traditional investment management. We specialize in creating concentrated investment portfolios of high-quality stocks and theme-based funds. Our Focus investing strategy aims to generate above-average returns for clients whose objective is to build wealth through long-term capital appreciation. As Focus investors, we think differently, and we invest differently.
We invite you to do the same.
CONTACT US
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.