A scientific, academically researched approach
Adam Glaser joined Savage and Associates in 2003. His area of specialization is investment advisory for individuals and corporations. Adam emphasizes a scientific and academically researched approach to portfolio management through Efficient Frontier Allocation and the utilization of Monte Carlo simulations for retirement income planning.
Adam is a two-time graduate of the University of Toledo, with a BS in Finance and a Master’s of Economics.
Securities Registered in AZ, GA, MA, MI, NJ, OH
Securities Registration Series 7 and 66
AIF® Accredited Investment Fiduciary
Life and Health License
Adam resides in Toledo, Ohio, with his wife, Kristina, and two sons, Evan and William. Adam is the captain of the Savage and Associates Dragon Boat team, which participates in the annual Partners for Education charity event. In his free time, Adam enjoys playing squash, supporting The University of Toledo Rockets, and traveling with his family.