Evolution of SPIAS


SPIAS' products and services offer scalability and improved efficiencies, including more investment choices, diversification, and flexibility.

Members of our investment team actively participate in thought leadership engagements, appearing in the financial media and at conferences or other industry panels. Our Portfolio Strategy Committee averages over 20 years of experience and many hold a Master of Business Administration or other advanced degrees, as well as credentials such as the Chartered Financial Analyst® designation.

Regional Investment Consultants cover every U.S. region, tailoring SPIAS' global approach to specific local needs. They work closely with the investment team to be a resource for timely information about our model portfolios.

Contact our team today

Learn more about how our investment solutions can add value to your practice.

Contact Us