SPYGLASS INVESTMENT MANAGEMENT

Overview

Spyglass Investment Management is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm operates as a capital allocator, combining discretionary portfolio management with select use of outside managers. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, reflecting a model that blends direct portfolio oversight with outsourced specialist strategies. Investment implementation favors pooled public vehicles as the core exposure, while third‑party alternatives are used to diversify return sources and add income or inflation protection. The firm charges fees based on a percentage of assets under management and also bills hourly for certain services. Spyglass does not identify itself as an active ESG investor and is organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices