We create investment portfolios
designed to outperform the market.
Does your adviser do this for you?
COMMON PROBLEMS WITH INVESTMENT PORTFOLIOS
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.
Does your adviser's fees justify the returns they produce?
It's not uncommon for an adviser to allocate a client's capital into investments that have a long history of underperforming the market.
Does your adviser make poor investment choices?
The combination of high fees and poor investment choices leads to underperformance. This can be avoided by choosing a competent adviser who has a better plan.
What is your adviser's plan to avoid this problem?
HOW WE CAN IMPROVE YOUR INVESTMENT PORTFOLIO
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. We offer fair and reasonable fees because we want our clients to keep more of their own capital so they can maximize their returns over time.
We only invest in high-quality individual stocks and highly focused funds with proven track records. Our philosophy is to invest in the world's best companies while avoiding the ones that are not worth owning. It doesn't make sense to invest in anything but the best.
We take a different approach to investing by creating portfolios designed to outperform the market. Matching the market is easy, but we want to give people the chance to do better. Our goal is to provide superior returns so our clients can increase their wealth and live better lives.
THREE-STEP PLAN TO A BETTER INVESTMENT PORTFOLIO
Call or meet with us.
We'll create a plan.
Become a valued client.
HOW WE INVEST
We specialize in an Active Management investment strategy that focuses on the concentration of capital into the world's best companies from various industries. An actively managed portfolio will mainly consist of a small group of high-quality individual stocks and a select few highly focused Exchange-Traded Funds. The goal of this strategy is to outperform the market over the long term.
BENEFITS OF ACTIVE MANAGEMENT
You don't need to own as many stocks and funds as you might think. A small group of high-quality investments from various industries is all you need for ideal diversification.
Picking individual stocks and funds gives us the freedom to invest in only the best options while avoiding the ones that are not worth owning.
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
Our passive management investment strategy is ideal 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 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 management strategy.
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 one of the following states: 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. Any decision we 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. This means we never partner with outside companies to push products, and we don't earn commissions putting you into high-cost investments.
CONTACT US
1715 Indian Wood Circle, Suite 200
Maumee, Ohio 43537
Phone: 419-787-3222
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.