Entities

Spruce Investment Advisors

Spruce Investment Advisors

Spruce Investment Advisors is a boutique investment advisory firm that provides customized investment solutions to sophisticated individuals and institutional investors. Its proprietary asset allocation models include equity and fixed income, hedge funds, private equity, and direct investments. It seeks high-value, high-alpha strategies and combines them with carefully selected ETFs, factor-based solutions, and other low-cost market-tracking strategies.

SERVICES

  • Asset Allocation
  • Risk Management
  • Manager Selection
  • Rebalancing
  • Consolidated Performance Reporting
  • Tax and Estate Planning
  • Credit and Lending