ACTIVE MANAGEMENT STRATEGY
We specialize in an active management strategy for clients who have a different set of goals and objectives. The goal of this strategy is to outperform the market over the long term. The objective is to invest in a small group of high-quality companies that are considered the best in their industries. We strategically manage each position in the portfolio while waiting patiently for capital appreciation.
Taking full advantage of great investment opportunities can only be accomplished by investing in individual stocks. It cannot be done by investing in mutual funds or ETFs. Please refer to our company disclosure documents for more information or contact us at 419-787-3222.
PASSIVE MANAGEMENT STRATEGY
Our passive management strategy consists of high-quality, low-cost ETF's. Clients can expect low trading activity in their portfolio and occasional adjustments to each position as needed. The goal of this strategy is to closely match the performance of the market over the long term.
CONSIDER BOTH STRATEGIES
You don't have to choose one strategy over the other. You can choose both by allocating a certain percentage of your capital to one strategy and the remainder to the other strategy. We can discuss this with you in greater detail so you can decide if this option is suitable for your long-term goals and objectives.
WE ARE FIDUCIARIES
We have a Fiduciary Duty to each client. This means that any decision we make is based on what's best for the client and not what's best for our company.
WHAT ARE THE REQUIREMENTS?
Two initial requirements must be met to become a client of Glass City Capital Management:
A minimum investment of $25,000.00
Client must be a resident of one of the following states:
Ohio or Michigan
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 general 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 to do business in the following states: Ohio and Michigan.