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.
Retirement Plan Management
Spyglass's Retirement Plan mission is three fold:
1. Provide quality investment choices at competitive prices;
2. Find the right plan to simplify plan administration; and
3. Provide plan participants with the tools and knowledge to make the right investment decisions for their retirement savings.
Spyglass assists companies in selecting the most appropriate retirement plan for their employees. Available plans include: SIMPLE IRAs, SEP IRAs, profit sharing and 401(k) plans.