Capital Markets Fund
Long-term capital appreciation via U.S. based companies (E.g. Equity, stock); CMF objectives are not guaranteed.
Glazier Capital Markets Fund (GCMF) invests in companies with emerging stock value; we trade in futures.
Our portfolio strategy focuses on managing the inherent risks associated with market leaders, sectors, and asset classes. Companies invested in are not looked at by a certain year but by value and stage of their asset value; we work across the capitalization spectrum.
While basic common sense investment philosophies are taken into account, our investment decisions are deeply technical and personalized to each company - whether a blue-chip company or one that has been trading for a few years. Our Capital Markets Fund has a bias for technology companies that serve in diverse markets; we believe that technology will surpass the value of traditional consumer-staple bond proxy equities and can maintain risk-adjusted returns for managed volatility.
Glazier Capital Markets Funds have self-regulating technology to automate risk management of technology stocks; we use our machine learning techniques to ensure consistent growth rates and develop models that represent our investment philosophies.
Because our leadership is technically-minded and develop our own models, we base the foundation of stock and company value based on the fundamentals we are certain of clear market performance. We’re agnostic to cap size and ensure each portfolio runs of high value, growth-oriented, and prospectively outperforming companies.
Glazier Investments are not FDIC-insured; no investment is guaranteed by a financial entity and principal investments may be lost. Investors are solely responsible for their investment with one or more of Glazier funds. Each individual should carefully review all fund prospectuses, summaries, reports, statements, and policies; use of a financial professional or asset manager is also encouraged.
Emerging Market Funds are best suited for contrarian investors that can withstand volatility and risk related to political instability, currency fluctuation, commodities price variation, international finance securities regulations, periodic or temporary states of illiquidity, and other risks related to developing markets.
Performance benchmarks are proprietary; comparative indexes do not reflect accurate performance of each fund, portfolio, or investment. Index returns are limited to conveying capital gains and income generation dividends; index returns do not convey transaction or banking fees, trading/brokerage commissions, or other related expenses. No investor is able to make direct contributions to an index.
Glazier Group manages assets through three investment groups: Glazier Advisors, Glazier Investments, and Glazier Ventures. Each firm makes investments and proxy decisions independently of each other. While there is overlap between financial and investment professionals who provide research and asset management, all securities and equity considerations are done on behalf of each individual investment group and their portfolios.
All data is current as of February 15th, 2017 unless otherwise specified.
Fund inception: December 2016.
Returns are in USD.
Securities offered through Glazer Group, LLP. Glazier Mutual Funds are distributed through Glazier Securities Corporations.
Diversification across portfolios do not guarantee higher performance or decreased investment risk.
Investment objectives and performance of each fund, portfolio, and investment is not guaranteed.