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No matter the mandate, our process is always the same—we create fully customized roadmaps to meet the unique needs of each client. 


We are driven to learn as much as we can about our clients, so we can customize the right solution for them. Our proprietary process, honed over decades of experience, is designed to achieve exactly that.

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Customized Asset
Class Management

We provide OCIO-style management for sleeves of one or more asset classes, often in the alternatives space, tailored to complement clients’ existing portfolios and internal staff competencies.


Asset classes span all global public and private markets including hedge funds, private equity, and real assets. Alternatives expertise is driven by our team’s vast experience in those markets and deep relationships forged over decades.

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Product Solutions

Spruceview may develop a proprietary product solution for clients looking to take advantage of a specific opportunity that is largely unavailable in the marketplace. We build on over 40 years of collective investing experience to capitalize on current opportunities. 


This solution involves managing pooled vehicles of private market investments and co-investments. Prior product solutions have been designed to take advantage of opportunities in:

U.S. Growth and Buyout Markets

Attractive opportunities were identified in the lower-middle market segment at a time when valuations were high in the large-mega cap segment of the PE market

European Credit Markets

We identified an opportunity to generate income at a time when interest rates were low and banks were struggling

Additional Product Solutions

As we identify specific gaps in client portfolios and unique opportunities in the market, additional product solutions may be created to benefit our clients

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Partner Chief Investment Officer (PCIO) Services

Working as a true partner to our clients, Spruceview manages entire portfolios, allowing for a range of engagement options, from comprehensive fiduciary enterprise services to partial or hybrid PCIO solutions, as each client is unique in its governance and its investment process. Spruceview is an ideal partner to meet the needs of sophisticated investors.


We bring expertise across every facet of institutional investment management and asset classes, including equities, fixed income and alternatives, all customized to meet the unique needs of each client.


We maintain rigorous governance standards and best-practices risk management frameworks, with open-architecture solutions.

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