Sophisticated investors, including individuals and families, family offices, and foundations and endowments, select Spruce Investment Advisors for our objective perspective to finding the best solutions for our clients’ needs and our commitment to openness, transparency, communication and accessibility in every aspect of our client relationships.
Our unbiased advice is grounded in the following:
Forward-looking, dynamic approach
We look forward, not backwards, to determine the best portfolio solution for you. We’re proactive in all that we do, whether we are working with you to determine the optimal asset allocation strategy or keeping you apprised of changes to your portfolio.
We have a strong belief in the value of alternative investments as a foundation for diversification, enhanced returns or both, and our track record in alternatives is something in which we take particular pride.
Focus on low-cost, efficient investments
We believe clients should never overpay to achieve market returns and we are committed to locating the best low-cost core investments for your portfolio.
We believe investments should be selected and structured in ways that align manager and investor interests. This means the managers we select are motivated to act in the interests of their clients.
Collaborative and Customized
We focus on understanding every aspect of your situation, your risk tolerance and goals. Then we recommend the most appropriate solutions for your needs. Working closely with you and your advisors, we continually adjust your portfolio as necessary, based on the markets and changes in your circumstances.