Asset Management
Private Portfolio Management
Spyglass provides professional guidance and management services to help
individual investors attain their financial goals. Through an interview
process, the firm assists clients in determining investment objectives that
will determine what percentage of the portfolio will be allocated to asset
classes such as stocks, bonds and money market funds. The allocations can be
adjusted at any time in order to rebalance the portfolio or to account for
changes in investment goals as well as changes in market conditions.
Bank Trust Department Investment Management
Spyglass Investment Management provides professional money management
services to community bank trust departments. By outsourcing the investment
management function, a community bank trust department can offer the same
trust investment services as a large multi-bank holding company.
The professional staff at Spyglass has extensive experience in the operation
of a $900 million regional trust company. Staff experience includes trust
investment management, administration, operations and trust business
development.
Retirement Plan Management
Spyglass's Retirement Plan mission is three fold:
- Provide quality investment choices at competitive prices;
- find the right plan to simplify plan administration; and
- provide plan participants with the tools and knowledge to make the right investment decisions for their retirement savings.
Spyglass IM assists companies in selecting the most appropriate retirement plan for their employees. Available plans include: SIMPLE IRA's, SEP IRA's, pension plans, money purchase plans and other qualified retirement plans, 401(k) and profit sharing plans.
Spyglass Investment Management
1205 South 3rd St 
Terre Haute, IN 47802
P: 812-238-8484
F: 812-478-9000
info@eyeonyourfuture.com