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?
Third-party Advisers
When you meet with an adviser, you probably assume that they will be managing your investments. You need to know this is not always the case. Some advisers use a third party to manage their clients' investments, which may lead to extra fees. Wouldn't you want your adviser and their company to be the ones making the decisions? 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. We offer low management fees because 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 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.
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
HOW WE INVEST
Active Management
We specialize in an Active Management 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
The ideal amount of diversification
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.
The freedom to own nothing but the best investments
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.
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
Our passive management strategy is ideal for those who prefer a more conventional way to invest. This portfolio consists 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 passively managed portfolio.
SUITABILITY
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
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
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.