Forward-looking view

We look forward, not backwards, to determine the best portfolio solutions for you. learn more

This Way Forward

Spruce Investment Advisors is an outsourced or supporting investment office (OCIO) founded 17 years ago. Our mission is to help sophisticated individuals and institutional investors devise and implement an objective “best in class” investment program ranging from low-cost ETFs to private equity to real assets — all designed solely around our clients’ investment goals and concerns.

Client-focused solutions

A collaborative approach ensures we can tailor solutions to fit your needs. learn more

This Way Forward

Spruce Investment Advisors is an outsourced or supporting investment office (OCIO) founded 17 years ago. Our mission is to help sophisticated individuals and institutional investors devise and implement an objective “best in class” investment program ranging from low-cost ETFs to private equity to real assets — all designed solely around our clients’ investment goals and concerns.

independent and unbiased advice

We find objective, creative solutions for your needs. learn more

This Way Forward

Spruce Investment Advisors is an outsourced or supporting investment office (OCIO) founded 17 years ago. Our mission is to help sophisticated individuals and institutional investors devise and implement an objective “best in class” investment program ranging from low-cost ETFs to private equity to real assets — all designed solely around our clients’ investment goals and concerns.

News

AbsoluteReturn 2018 Investor Outlook

Investors give range of predictions amid the specter of rising market volat...

John Bailey quoted in recent issue of AbsoluteReturn

“Today we are seeing successful managers who have relatively low net expo...

Insights

Spruce Flash Update – “P/E Tailwind Is Over; Time To Pick Stocks”

Thank you to our friends at Morgan Stanley (MS) who published the following...

Quarterly Update: January 2018 – “2018: Year of the Bond Market”

Looking back, 2017 will be remembered as the year of technology and equity ...