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Concentrated Investment Portfolios

Designed for Long-term Outperformance

Independent Adviser  |  Niche Style of Investing  |  Focused on Individual Stocks

COMMON PROBLEMS WITH INVESTMENT PORTFOLIOS

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High fees for investment management are unnecessary. Long-term returns will suffer if the gains in a portfolio are not enough to offset the total cost of 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 investment decisions leads to poor performance. You can avoid this by choosing an adviser who

has a better plan.

 What is your adviser's plan? We'll go over the details with you, and then compare it to ours.

HOW WE INVEST

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We specialize in an active management strategy that will mainly consist of a small group of high-quality individual stocks. The goal of this strategy is to outperform the market over the long term.

BENEFITS OF ACTIVE MANAGEMENT

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You don't need to own as many investments as you might think. A small group of diverse holdings from

various industries is all you need for proper diversification. 

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We only invest in high-quality companies that are considered the best in their industries. Being able to pick first-rate individual stocks allows us to avoid owning second-rate stocks that typically make up a significant part of most index funds.

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We seek long-term outperformance by actively managing a small group of distinct holdings covering a

broad spectrum of global industries.

THREE-STEP PLAN TO A BETTER INVESTMENT PORTFOLIO

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Call or meet with us.

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We'll create a plan.

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Become a valued client.

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 one of the following states: 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. 

OUR MISSION

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Many people are losing a significant amount of money because they're unaware of how poorly managed their investment portfolios are. They're paying high fees, and their advisers are making poor investment decisions, or even worse, no decisions at all. The combination of high fees and poor decisions leads to a badly damaged portfolio. The result may be less money during retirement, less money to leave for their loved ones, or less money to donate to their favorite charity. And it's unfortunate because when it comes to investing, performance is all that matters. At Glass City, that is what we focus on: performance. Our mission is to generate superior returns for our clients by creating investment portfolios designed for long-term outperformance. We provide each client with an actively managed portfolio based on our niche style of investing. Our goal with active management is to outperform the market over the long term. While there is no guarantee we will achieve our goal, we feel it's essential to provide the opportunity for those who seek better returns.   

PASSIVE MANAGEMENT

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We also offer a passive management strategy for those who prefer a more conventional way to invest. A passive

portfolio will mainly consist of one or more low-cost Exchange-Traded Funds. The goal of this strategy 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 passive strategy.

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. We are licensed to do business in the following states: Ohio and Michigan.