Investment Advisory

INVESTMENT ADVISORY & PORTFOLIO MANAGEMENT

Manage your Investments, Empower Your Future




Managing numerous accounts simultaneously can be stressful, complicated, time consuming, and can lead to contradicting investment strategies. Having multiple account relationships often leads to higher fees, higher taxes, and lower returns.

Working with Glass Jacobson Financial Group to manage your assets will simplify your financial life and leave more time to enjoy what is most important to you. Coordinated advice of your accounts will help to optimize your investment strategies. We can find opportunities for account consolidation, lower investment costs, and tax savings solutions.

Glass Jacobson works to help you build a plan that reaches your financial goals. We focus on research driven, low cost investments rather than the "flashy" new fund that everyone is talking about (and then forgets about 2 years later). We have a diligent, prudent investment process that relies on time tested investment principles.

As a Registered Investment Advisor, we're passionate about transparency and trust, and hope to have the opportunity to help you reach your investment goals. Contact us for a complimentary portfolio review.


Our Investment Strategy:
  • Set Your Goals
  • Diversify Your Portfolio
  • Minimize Costs
  • Take Advantage of Tax Savings
  • Invest For The Long Term
  • Trust Your Plan, Not Your Emotions
  • Don't Try to Beat The Market
  • Don't Chase Past Performance
  • Periodically Review Your Plan

CEFEX Fiduciary
CEFEX CERTIFIED FIRM

Glass Jacobson Investment Advisors, LLC received its CEFEX certification for the 12 months following 12/27/2020, the company pays Fi360, Inc., for the CEFEX certification process. For more information visit http://www.cefex.org.



Are you positioned to reach your financial goals?

Use this free calculator to get a snapshot of your current financial situation.

THE FOUNDATIONS OF INVESTING

This is a series of whiteboard-animation videos that walks you through the foundations of investing. We use the example of investing in a 401k, but the principles can be applied regardless of the account you are using. To access our entire 401k course, click here. Enjoy!

1. Stocks, Bonds, & Funds

 

2. Be Diversified

 

3. Power of the Market

 

4. Asset Allocation

 

5. The Proven Strategy

 

6. Stick w/ the Plan

 

READY TO CONNECT WITH ONE OF OUR INVESTMENT ADVISORS?