About Us

Integrity and excellence

We believe the caliber of our people sets Spruce apart from other investment firms. Our consistently high bar and strong emphasis on ethics attracts technologically savvy, research-driven and results-oriented investment professionals whose actions are grounded in integrity.

The firm’s success is built on the expertise and ability of our team to intimately understand our clients’ goals and concerns, respond to market fluctuations, actively modify risk exposures and identify evolving investment opportunities with the goals of capital preservation and growth of your financial assets.

At Spruce, we seek to create trusting client-advisor relationships. We are singularly committed to our client’s investment experience. This is evident from our initial goal-setting meetings, to the careful construction and monitoring of your portfolio, to proactively informing you of global market events along the way.

We also believe that excellence is inherent in character, and are proud to have attracted a team of friendly, conscientious, collaborative individuals who are as committed to the success of our clients as they are to one another.