A complete list of active advisors currently associated with Spivak Asset Management, LLC

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

Spivak Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and other business entities, with a client base that generally includes high‑net‑worth households. The firm operates as a fee‑only investment adviser and delivers ongoing portfolio management tailored to each client's objectives. Investment programs emphasize diversified, asset‑allocation portfolios implemented largely with no‑load mutual funds and exchange‑traded funds selected for low expense ratios and tax efficiency; portfolios are managed on a discretionary basis with periodic (typically quarterly) reviews and communication. The firm recommends independent custodians and places trades under a limited trading authorization, while not acting as custodian and not accepting commissions or performance‑based fees. Compared with peers in the supported category, the firm is notable for its scale relative to staff: a single managing member/owner oversees several hundred million dollars in client assets across roughly 60–65 accounts, a concentration that is uncommon among similar firms. The adviser also has a long operating history with prior institutional and hedge fund experience, maintains formal compliance and personal trading reviews, and generally leaves proxy voting to clients while providing guidance on request.

To learn more about the advisors currently working at Spivak Asset 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.