How we help

How We Help

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 Portfolios

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 gain

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

Analysis

Detailed analysis of current financial picture and objectives

Development

Collaborative development of a personalized investment strategy

Planning

Creation of your unique financial plan

Communication

Consistent and open communication through regular reports and meetings

Monitoring

Ongoing monitoring and adjustments based on evolving goals

1. 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.

2. 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.

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