Spruce Private Investors

Overview

Spruce Private Investors is a wealth management firm that serves as an outsourced Chief Investment Officer for U.S.-based individuals, family offices, foundations, and endowments. The firm employs a comprehensive investment process, similar to that of leading endowments, to identify attractive global growth opportunities across various asset classes, including global equities, fixed income, hedge funds, private equity, real estate, and commodities. Spruce Private Investors excels in three key areas: identifying attractive global growth opportunities, proactive management of manager- and portfolio-level risk, and delivering objective, independent advice. The firm has developed extensive intellectual property in risk management, focusing on drawdown control, tail risk measurement, risk budgeting, and stress testing. Their services encompass asset allocation, portfolio construction, manager search and selection, portfolio hedging, and consolidated performance reporting. Spruce Private Investors utilizes a global view of the investing landscape and allocates extensively across ETFs, options, hedge funds, commodity funds, private equity, private real estate, and oil & gas. The firm's investment strategy is characterized by a diversified approach, aiming to achieve superior risk-adjusted returns for its clients. Spruce Private Investors has a track record of successfully managing complex portfolios and providing tailored investment solutions to meet the unique needs of each client. Their commitment to objective, independent advice and rigorous risk management has established them as a trusted partner for family offices, foundations, and endowments seeking to optimize their investment strategies.