Investment Advisory

Manage your Assets, Empower Your Future

Planning, organization, knowledge, foresight, perseverance, and skill. These are some of the characteristics needed to manage one’s financial well-being. However, many of us end up throwing all of our legal documents, insurance policies, investments and tax returns into a financial junk drawer, losing sight of how to reach our goals. Good financial planning requires significant co-ordination between all of these elements.

The Glass Jacobson team of seasoned, dedicated professionals will help you achieve the financial goals that are most important to you. Financial planning sets the stage, and successful implementation comes through time tested investment management processes that leverage the power of academic research. This knowledge base, combined with the professional skills of a tax advisor, yields a dynamic result that helps our valued clients achieve their goals.

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
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