Partners in prosperity
Clients have been drawn to Spruce for a variety of reasons, but chief among them may be our approach to collaboration. We foster true partnerships that surpass the typical client-advisor relationship, focused on the stability and growth of your investments.
Together, we develop an Investment Policy Statement (IPS) that outlines your objectives and targets strategic asset allocation. Spruce regularly monitors the relevancy of your IPS, rebalancing investments as necessary to take advantage of changes in the climate. The portfolio goals include traditional and alternative investment opportunities across the globe.
Wealth preservation and growth
Serving as a trusted investment advisor for high-net-worth investors, family offices, endowments and foundations, our emphasis is on the preservation of individual and multi-generational wealth.
Whether clients only require investment guidance, access to alternative investments, or need us to serve in the full capacity as an outsourced chief investment officer, the degree to which we are of service depends entirely on your needs. The Spruce servicing model provides clients with access to Spruce client service personnel by phone-email- or in person, includes consolidated reporting, annual presentations and custom research assignments .
Trust and collaboration
A sophisticated investor with proprietary risk systems, Spruce has client relationships that total approximately $1.3 billion. Unbeholden to a parent company or majority shareholder, we report directly to you. Our interests are firmly aligned with yours, creating a platform of trust and collaboration upon which to build stability, growth and we believe, the opportunity for ongoing attractive investment returns.