Client Experience
Providing the right combination of personal touch and technology
We get to know our clients closely and thrive on providing responsive, personal service while also offering the latest technology to ensure an exceptional client experience.
Financial Planning
Helping you get from where you are to where you want to be
We will develop a personalized financial plan to help keep you on track and bring your aspirations to life.
Investment Management
Focusing on the long term and staying disciplined
The Glassy Mountain Advisors investment philosophy rests on the time-tested and proven principles of value investing, including a focus on purchasing undervalued securities and typically owning them for many years.
Management Process
The process starts with a full review of your unique financial situation, goals, time horizon, risk tolerance, and other factors to determine the best target asset allocation for your portfolio.1
We then build a specialized portfolio of equities and income investments tailored to your needs.
Investment Approach
Focused and Diversified Equities Portfolios1
Individual securities complemented by funds
30-35 positions from most or all industry sectors
Broad Income Strategy
Holdings across multiple asset classes, including bonds and equities
Target higher yields than typical fixed income portfolio
Tax Efficiency
Purchase of each security in the optimal type of account
Strategic use of losses to offset taxable gains
Funds-Only Options
Portfolios comprised of only mutual funds and exchange-traded funds for certain situations2
Ability to tailor holdings based on criteria related to environmental and societal impact issues
Our Process
01
Analysis
Detailed analysis of current financial picture and objectives
02
Development
Collaborative development of a personalized investment strategy
03
Planning
Creation of your unique financial plan
04
Communication
Consistent and open communication through regular reports and meetings
05
Monitoring
Ongoing monitoring and adjustments based on evolving goals
- Asset allocation and diversification are methods used to help manage investment risk. Neither guarantees a profit or protects against a loss in a declining market.
- Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.