A complete list of active advisors currently associated with Spyglass Investment Management
Warmer can help you find a great advisor at Spyglass Investment Management or one who fits your needs even better.
Spyglass Investment Management provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, charitable organizations, and small businesses. The SEC‑registered, fee‑only firm manages roughly $156 million in client assets across about 511 client relationships and does not accept commissions or sell financial products. Portfolios are constructed with an asset‑allocation focus and may include no‑load mutual funds, equities, fixed income, ETFs, REITs, and municipal securities, with reviews at least quarterly and discretionary management when authorized. Spyglass may retain third‑party subadvisers and conducts due diligence on them — for example, it recommends Schwab Asset Management for Personalized Indexing and has recommended Wasmer Schroder municipal bond strategies for clients. Compared with many peers, the firm’s explicit use of municipal securities and its engagement with municipal bond managers positions it to accommodate state or municipal government clients and other tax‑exempt entities. Spyglass also maintains a proxy policy under which it does not accept voting authority (clients receive proxy materials directly), imposes no account minimum, and occasionally offers limited hourly engagements.
To learn more about the advisors currently working at Spyglass Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Terre Haute, IN
| 25
| |
Terre Haute, IN
| 25
| |
Terre Haute, IN
| 3
|
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