CUSTOMIZED
PORTFOLIO SOLUTIONS
FOR PROFESSIONAL INVESTORS

Institutional investors, family offices and high net worth individuals benefit from having a true partner, one that understands their unique objectives and helps them to achieve their goals, no matter how complex the situation.

Spruceview is that partner.

Partnerships, Highly Customized Solutions and A Wealth Of Experience

Spruceview is a private, boutique asset management firm with decades of experience advising and investing on behalf of some of the world’s most respected financial institutions. We partner with clients to provide highly tailored solutions, designed to achieve investment and portfolio objectives across all major asset classes. We’re committed to maintaining an intimate roster of clients, ensuring that each and every client gets the focus and service they deserve.

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Customized Asset Class Management
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Product Solutions
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Partner Chief Investment Officer (PCIO) Services
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Transforming the Advisory Relationship for Professional Investors

In a crowded advisory landscape, Spruceview stands out for our unyielding commitment to delivering customized client service. We forge deep partnerships with clients to fully understand their unique objectives, and serve as a true extension of in-house teams and investment committees, building long-term relationships with:

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Unique access

to top-tier private markets and investment opportunities, built upon years of collaboration

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Processes to ensure clear client communications

with institutional reporting and protections against conflicts of interest

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Strong in-house stability

with team members who have extensive experience working together and a partnership-based structure that aligns our interests with those of our clients

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Knowledge transfer and client education

for relationships that grow into the future

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ESG Capabilities

for clients that want to align their investments with their interests and values

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