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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.
Customized Asset Class Management
Product Solutions
Partner Chief Investment Officer (PCIO) Services
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:
Unique access
to top-tier private markets and investment opportunities, built upon years of collaboration
Processes to ensure clear client communications
with institutional reporting and protections against conflicts of interest
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
Knowledge transfer and client education
for relationships that grow into the future
ESG Capabilities
for clients that want to align their investments with their interests and values
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