Glenn Asset Management

Glenn Asset Management provides personal investment management to individuals and families and extends services to related entities such as trusts, estates, family businesses, pension and profit-sharing plans, and other business entities. Its advisory services include portfolio construction, risk-exposure reviews, education funding, retirement planning (including Social Security timing), and charitable planning.

The firm follows a strategic asset-allocation approach that combines passive index/ETF exposures with selective active managers, dividend-paying stocks, and individual bonds or equities where security selection is judged to add value, relying primarily on fundamental analysis and client-supplied information. Portfolios are constructed on an individual basis (not model portfolios), use a written risk-assessment questionnaire, may be managed on a discretionary or non-discretionary basis, and are monitored daily with formal reviews at least quarterly; client assets are custodied at Altruist.

Notably, the firm’s client mix includes business entities and family businesses in addition to individual clients, a client type that is statistically uncommon among independent advisers of this size; as of January 1, 2026 the firm reported $3.6 million in discretionary assets across 67 client relationships. The firm does not accept commissions or referral fees, does not vote client proxies, and discloses the principal’s outside business activities (including rental-property investing and involvement in a family operating business) in its brochure.