Spyglass Investment Management Corporation ("Spyglass"), is a Registered Investment Advisory Firm regulated by the United States Securities and Exchange Commission. Spyglass provides investment management services to individuals, businesses, banks, retirement plans and non-profit organizations. Customer service, investment performance and experience are hallmarks of the firm.
Spyglass is a fee-only manager. This method of payment eliminates the potential conflict of interest associated with compensation-based commissions. Spyglass earns its fee based on the value of assets under management. Under this arrangement, there is no incentive to trade an account unnecessarily or sell products that will best benefit the broker and firm; you can feel confident that your investment goals, not commissions, are the foundation of Spyglass's investment decisions.
Your Investment Advisor will design a new portfolio, or modify an existing portfolio, by applying an investment approach based on the principles of asset allocation. Together we assess your investment objectives and determine what percentage of the portfolio will be allocated to asset classes such as stocks, bonds and money market funds. The allocation can be adjusted at any time in order to rebalance the portfolio or to account for changes in your investment goals as well as changes in market conditions.