A complete list of active advisors currently associated with Spruce Hill Capital

Warmer can help you find a great advisor at Spruce Hill Capital or one who fits your needs even better.

Spruce Hill Capital is a newly formed, state-registered advisory firm that intends to serve individuals, couples, and families with tailored investment advice and discretionary portfolio management. In addition to ongoing asset management, the firm plans to offer standalone financial planning and hourly consulting engagements for both clients and non-clients. The firm’s approach emphasizes ETF-based portfolios—favoring low-cost index ETFs while selectively employing leveraged ETFs for clients who meet documented suitability thresholds—and uses a combination of macroeconomic and technical analysis (including moving averages and volatility indicators) to guide tactical allocation decisions. Investment guidelines and risk tolerances are documented in client-specific investment policy statements and reviewed periodically as market signals or client circumstances change. Noteworthy characteristics for a firm of this size include the explicit availability of hourly consulting separate from AUM services, a stated willingness to use tactical leverage tied to technical triggers, and a clear exclusion of private or pooled fund advisory services. The principal holds a CFP credential and operates the adviser on a part-time basis while maintaining full-time employment elsewhere, which the firm notes may affect daytime availability.

To learn more about the advisors currently working at Spruce Hill Capital, 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.