Investment Advisory

Investment Advisory & Portfolio Management

Manage your Investments, Empower Your Future




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

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 will 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. 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 to see if you are on track to reach your financial goals.


CEFEX Fiduciary
CEFEX CERTIFIED FIRM

Glass Jacobson Financial Group is part of an elite group of investment advisors that has successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out “How Clients Benefit From Their Advisor’s CEFEX Certification” and “The Road to Fiduciary Security” to learn the importance of working with a CEFEX certified firm.


top financial planner
Top 50 Fastest Growing RIA Firms

In a recent survey by Financial Advisor Magazine, Glass Jacobson Financial Group was named the #34 fastest growing RIA (Registered Investment Advisor) companies in the country! Watch our short video to learn more.





concliisions about the financial markets
Five Time-Tested Conclusions about The Financial Markets

The five conclusions Jon Dinkins, CPA/PFS, CIMA®, AIF®, CMFC® covers can help you adopt a system for managing your wealth that is wise and delivers returns that will accomplish your goals. Download it here.


market
The Power of the Market

Are you relying on your own judgement, as opposed to the collective knowledge of the millions of other investors in the world? Watch this short video to learn why we trust the power of the market over own speculative guesses.






Is your portfolio aligned with your goals?

Let us do a free analysis of your portfolio to make sure you are on track.

HAVE A QUESTION ABOUT OUR INVESTMENT ADVISORY SERVICES?

Send us a message below and one of our financial advisors will follow up with you!

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