Glass Capital Management (GCM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GCM creates an Investment Policy Statement for each client. GCM generally limits its investment advice to equities, primarily recommending U.S. small cap value stocks, but may use other securities to diversify portfolios. Clients may impose restrictions on investments, but GCM reserves the right to end the relationship if restrictions prevent proper service.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |