A complete list of active advisors currently associated with SPIRE Investment Management LLC

Warmer can help you find a great advisor at SPIRE Investment Management LLC or one who fits your needs even better.

SPIRE Investment Management serves individual and high‑net‑worth clients, trusts, estates, small businesses and retirement plans, managing roughly $8.9 million across about 41 client accounts with a single‑advisor structure. The firm offers discretionary and non‑discretionary asset management, modular financial planning, consulting, and can act as a sub‑adviser or refer clients to third‑party money managers. The firm combines active and passive approaches, using fundamental, technical, cyclical and momentum analysis alongside modern portfolio theory to design and rebalance tailored portfolios, and it may allocate client assets to external managers when appropriate. Financial planning and consulting are provided as situational modules and the adviser coordinates with clients’ other professionals on tax, estate and retirement distribution issues. Distinctive for a firm of this size, SPIRE provides both ERISA 3(21) and 3(38) fiduciary services for retirement plans and maintains sub‑advisory and referral arrangements, including referrals to private‑equity offerings for certain clients — arrangements the firm discloses as potential conflicts. The brochure also discloses that the firm’s principal has substantial outside, non‑investment employment and that the firm has procedures to monitor and disclose related conflicts, a practice not commonly highlighted by peers.

To learn more about the advisors currently working at SPIRE Investment Management 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.