Spyglass Investment Management Corporation

EST. AUM
$156,419,092

CONTACTS
2

CLIENT ACCOUNTS
789

Firm Details

Metro area Indianapolis
CRD Number 122594
Website spyglassinvestmentmanagement.com
Client types

Overview

Spyglass Investment Management is a fee-only financial advisory firm that provides personalized investment management and comprehensive financial planning services. The firm builds diversified, tax-efficient portfolios tailored to each client's goals, with an emphasis on risk tolerance, retirement planning, college savings, and small-business retirement solutions. Investment strategies typically include mutual funds, ETFs, and index funds. Spyglass operates with a transparent, tiered fee structure and does not charge upfront or hidden fees. Their advisors maintain a limited client base to ensure personalized attention and long-term financial partnership, aligning closely with each client’s individual financial objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Spyglass Investment Management Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

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