Glass Lakes Capital Management LLC

Glass Lakes Capital Management LLC serves individual investors, high‑net‑worth individuals, small businesses, and foundations and charitable organizations, providing financial planning, portfolio management, and access to third‑party investment managers. The firm also sponsors a wrap fee investment program and offers complimentary educational seminars on personal finance and investing.

The firm’s investment process blends fundamental and technical analysis and commonly employs a Core+Satellite approach that pairs indexed core holdings with actively managed satellite positions; portfolios are typically managed on a discretionary basis and documented with written investment guidelines and periodic plan or allocation reports. Glass Lakes conducts due diligence on recommended third‑party managers, coordinates ongoing reviews, and aggregates household accounts for administrative purposes.

Compared with many independent solo practitioners, Glass Lakes is notable for sponsoring a wrap program, maintaining charitable organizations among its client types, and regularly presenting educational workshops—features that are statistically uncommon for firms in this category. The firm is led by a principal with CFA and CFP® credentials and manages roughly $90 million for about 75 clients; its brochure also discloses that it does not maintain professional liability insurance, which prospective clients may wish to consider.