Trust Investment Management Services
As the landscape of financial service providers continues to change, community bank
trust departments must find ways to provide services that their clients are demanding.
While trust departments have traditionally been viewed as a service to customers by both
managemet and the customer, many banks are under pressure to make the trust department a
profit center. Spyglass Investment Mangagement can provide your bank professional money
management services resulting in increased client satisfaction and bank profits.
Spyglass Investment Management Corporation operates as a registered investment advisor (RIA), registered in the State of Indiana under the Investment Advisors Act of 1940. In addition to provide investment management services to banks, we also service businesses, retirement plans, high net-worth individuals, and non-prifit organizations.
Collectively, the professional staff at Spyglass has extensive experience in the operation of a $900 million regional trust company. Our experience includes trust investment management, administration, operations, and trust business development. Customer service, investment performance, and experience are hallmarks of the firm.
Spyglass Investment Management can provide you the quality institutional investment management services that your customers demand and deserve.
Trust Department Focus
Spyglass Investment Management can help you address the following challenges for your bank, business, or institution:
- Investment Compatibility
- Investment Performance
- Asset Allocation
- Fee Structure
- Operational Issues
- Marketing
- Referral Programs
- Business Development
As a flexible investment management service provide, we can help enhance your current investment program or develop a new program. For additional information, or to schedule an introductory meeting, please contact Jon via e-mail or phone at 812/299-0440.
Spyglass Investment Management
1205 South 3rd St 
Terre Haute, IN 47802
P: 812-238-8484
F: 812-478-9000
info@eyeonyourfuture.com