Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Oakland, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$560,000.00
# of Accounts
7
Avg Client Age
60
Overview

SPI Strategies is a quantitative active equity portfolio manager that provides asset management services for institutions and individuals. Our business is primarily institutional at present, but we are looking to expand aggressively into the retail space. As such, we are interested in buying practices, or, in particular, bringing on the adviser teams to be a part of our team to manage their relationships as we will provide continuity at such time when they are ready to retire. We offer a broad set of equity portfolio management solutions, driven by our technology platform. This platform launched our practice through gaining our large pension fund client. It is highly efficient.

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