A complete list of active advisors currently associated with Spring City Partners, LLC

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

Spring City Partners provides discretionary investment management, written financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and charitable organizations. The firm also offers as-needed consultations and delivers participant education and plan‑sponsor support under ERISA §3(21) consulting engagements. The firm follows a long‑term, value‑oriented investment approach that emphasizes fundamental analysis supplemented by proprietary alternative data sets. Portfolios are typically concentrated and constructed for absolute return, and the firm may employ margin, options strategies, and special‑situation holdings when appropriate for a client’s risk profile. With roughly $16 million in assets under management across about 40 client relationships, Spring City Partners’ use of proprietary alternative data, concentrated value positions, and active use of margin and options is notable relative to many peers of similar size. The firm also provides sub‑advisory and consulting services to other advisers and discloses the principal’s separate, non‑advisory tax‑preparation and bookkeeping activity.

To learn more about the advisors currently working at Spring City Partners, 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.