A complete list of active advisors currently associated with Speiro Investments, LLC

Warmer can help you find a great advisor at Speiro Investments, LLC or one who fits your needs even better.

Speiro Investments LLC provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, and plan sponsors. The firm manages approximately $37.6 million across about 36 client relationships and typically applies a relationship minimum (stated at $500,000) that may be waived based on client needs. The adviser develops an Investment Policy Statement for each client and implements portfolios using mutual funds, equities, bonds, ETFs, REITs and government securities, employing both fundamental and technical analysis and a mix of long- and short-term trading. Accounts are reviewed at least quarterly, custody is maintained through Schwab Institutional, and the firm does not participate in wrap fee programs or accept third‑party sales compensation. Notably for a solo independent adviser, the firm serves charitable organizations and provides services to plan sponsors of defined contribution and defined benefit plans, including participant education, periodic sponsor meetings, assistance with ERISA fiduciary duties, and pension consulting. For ERISA clients the firm will facilitate selection and monitoring of third‑party 3(38) managers (and discloses those referral relationships) rather than acting as a 3(38) manager itself.

To learn more about the advisors currently working at Speiro Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.