We Specialize in Designing Actively Managed Investment Portfolios of High-quality Stocks and Theme-based Funds

Our Focus investing strategy aims to generate superior investment returns for clients whose objective is to build wealth through long-term capital appreciation.

 

COMMON PROBLEMS WITH INVESTMENT PORTFOLIOS

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Long-term returns will suffer if the gains in a portfolio are not enough to offset an adviser's total cost of management fees and expenses.

 

How much are you paying in fees? We'll help you figure it out for free.

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Many advisers make poor decisions by choosing mediocre investments that have a long history of

underperforming the market.

Does your adviser make poor investment decisions? We'll break it down for you at no cost.

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The combination of high fees and poor decisions leads to below-average investment returns. You can avoid this situation by choosing a better adviser.

 What is your adviser's plan? We'll go over their plan with you in detail and then compare it to ours.

 

WE SPECIALIZE IN A FOCUS INVESTING STRATEGY

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Focus investing is the concentration of capital in a select few investments that have a high probability of generating above-average returns over the long term. Our firm specializes in this investing strategy by designing actively managed 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 and forward-looking areas of the market. Our Focus investing strategy aims to generate superior investment 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

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Our services are suitable for people of all ages and stages of life.

 

WHAT ARE THE REQUIREMENTS?

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A minimum investment of $25,000.

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Must be a resident of Ohio or Michigan.

 

FEE-ONLY ADVISER WITH A FIDUCIARY DUTY

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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.

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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

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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 actively managed investment portfolios of high-quality stocks and theme-based funds. Our Focus investing strategy aims to generate superior investment 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

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1715 Indian Wood Circle, Suite 200

Maumee, Ohio 43537

Phone: 419-787-3222

Email us

     
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    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.