Our Services

Portfolio Management

As a discretionary investment manager, we build investment portfolios to endure throughout market cycles. We balance client objectives with risk appetite, designing custom portfolios tailored to achieve individual client goals. We are not market timers; we are long-term investors who buy quality assets at a reasonable price. Consequently, investment decisions reflect fundamental analysis combined with macroeconomic views. Our portfolios directly own individual investments and do not rely on financial products to generate returns.

Investment Advisory

Our firm offers investment advice for non-discretionary accounts, providing sophisticated clients flexibility in managing concentrated or unique portfolios. We leverage the research and thought-leadership of the firm to provide timely recommendations for portfolio management. Through this investment advisory service, the firm partners with clients to deliver critical portfolio advice.

Investment Advisory

Our firm offers investment advice for non-discretionary accounts, providing sophisticated clients flexibility in managing concentrated or unique portfolios. We leverage the research and thought-leadership of the firm to provide timely recommendations for portfolio management. Through this investment advisory service, the firm partners with clients to deliver critical portfolio advice.

Family Office Services

Glass Wealth Management Co. provides family office services to clients desiring portfolio management. Through our Total Asset Management service, the firm provides discretionary portfolio management and consulting services relating to balance sheet strategy and analysis. Allocations are monitored through dashboard analysis ensuring client goals, objectives, and risk tolerance are considered.