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Mission Statement

For Glen Kasneci, wealth goes beyond numbers. Wealth, to Glen, is about creating a meaningful life and legacy, ensuring every financial decision reflects that purpose.

With over 20 years of experience in the financial sector, Glen focuses on helping high-net-worth individuals, families, entrepreneurs, and philanthropists navigate their financial journeys with confidence and clarity. A Chartered Investment Manager (CIM®) and MBA graduate, he brings analytical expertise in portfolio management and a global perspective in financial planning to his client relationships.

Glen’s approach is built on trust, transparency, and mutual understanding. He takes the time to truly understand his clients—their aspirations, priorities, and challenges, so he can provide thoughtful, personalized guidance and strategic solutions tailored to their unique values and long-term goals through every step of their financial journey.

Whether preserving wealth for future generations, optimizing tax strategies, or aligning portfolios with philanthropic goals, Glen is committed to delivering reliable, personalized advice that equips clients with the clarity and confidence to make informed decisions and empowers them to achieve their financial goals with peace of mind.

Investment Philosophy

Value-Driven and Quality-Focused

Glen’s investment philosophy is rooted in identifying opportunities with strong fundamentals and a margin of safety, inspired by the principles of Benjamin Graham’s The Intelligent Investor. By prioritizing high-quality, well-researched investments where intrinsic value exceeds market price, Glen delivers sustainable growth while safeguarding against unnecessary risk. This disciplined, value-driven approach ensures that portfolios are built on a foundation of integrity and long-term stability.

Strategic and Disciplined Decision-Making

Glen remains vigilant to market opportunities while maintaining a disciplined and research-driven investment process. Rather than reacting to short-term market fluctuations, he employs a thoughtful, strategic approach grounded in analysis and a well-defined plan. This ensures consistency, resilience, and the ability to capitalize on favorable conditions without compromising long-term objectives.

Tax-Efficient, Risk-Balanced Strategies

Maximizing after-tax returns and managing risk are central to Glen’s approach. By leveraging tax-efficient structures, strategic investment vehicles, and diversification, he ensures that clients retain more of their wealth while maintaining financial security. Balancing growth-oriented investments with risk-managed strategies, Glen creates portfolios designed to provide stability and align with his clients’ unique goals and life stages.