SPIRE Investment Management LLC

SPIRE Investment Management is a small, state‑registered independent adviser that serves individuals, high‑net‑worth clients, trusts, estates, corporations, small businesses, charitable organizations and institutional clients such as corporate pension and profit‑sharing plans and government entities. The firm provides asset management, financial planning, consulting and sub‑advisory services, generally charging percentage‑of‑AUM advisory fees and offering modular hourly planning or project consulting where appropriate.

The firm’s investment process blends active asset management and planning with multiple analytical methods — including fundamental, technical, cyclical and charting analysis, modern portfolio theory and momentum — and implements passive allocations for long‑term investors, tactical shifts for shorter horizons, and income‑oriented dividend/REIT strategies. For retirement plans and other institutional clients it offers ERISA‑related services (both non‑discretionary 3(21) fiduciary consulting and discretionary 3(38) investment manager options), including investment policy support, quarterly plan reviews, manager screening and implementation, and access to third‑party money managers when warranted.

Compared with many solo independent advisers, SPIRE’s documented pension consulting and formal plan‑fiduciary services are a notable part of the offering for a firm of its size, and the brochure explicitly describes procedures and contractual options for plan sponsors. The firm’s sole adviser holds a CFA designation and discloses ongoing unrelated employment with a technology firm; the adviser and firm state they disclose and monitor that outside relationship and other conflicts of interest to clients.