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

HFMInvestHedge Article: Family office founder joins Spruce

Michael Mahaffy becomes Managing Partner at Spruce.

Spruce Appoints Michael Mahaffy as Managing Partner

Spruce announced the appointment of investment management industry veteran ...

Insights

Spruce Index Returns June 2018

In June global stocks were flat with U.S. stocks gaining 0.62%, internation...

Using Your Estate and Gift Tax Exemption Today

The Tax Cuts and Jobs Act has doubled the federal estate and gift tax exemp...