Investment Management

Our Services: Stocks

Spyglass's equity strategy is to invest the majority of the equity portion of the portfolio in large cap stocks. Depending on the size of the portfolio, we would maintain approximately 40 to 60 positions, diversified among the ten sectors of the S & P 500 Index. Sectors would be weighted similarly to the Index unless we believe a particular sector is over or undervalued.

Additionally, our equity allocation includes moderate exposure to international stocks, small and mid-cap stocks. This is achieved through the use of selected money managers and/or mutual funds.