Spartan Ives Wealth's Managed Portfolios

Invest in what you love and what you know

The opportunities are endless with Spartan Ives Wealth’s managed portfolios. We offer our clients world-class portfolio diversification. Our specialized portfolios enable our clients to invest in single asset classes and give them a way to grow their wealth without worrying about being left behind by the ever-evolving investment and global markets landscape.

Spartan Ives Wealth Tech Fund
Tech Fund

This portfolio allows you to invest long-term and increase your capital with the advantage of potential above-average growth. Our tech fund invests in the tech sector and only focuses on businesses within the technology space, be it pre IPO, venture capital, private equity, listed stocks, or promising companies, we carefully value each company to manage risk and invest in shares, stocks and start-ups that we think can return a high ROI with minimal risk.

  • Minimum investment amount: $1 Million
  • Risk profile: Medium-high
  • Recommended minimum term: 3 to 5 years
  • Performance target: CPI inflation +5%
Spartan Ives Wealth Real Estate Fund
Infrastructure & Real Estate

With The Spartan Ives Wealth Property Fund, we aim to create a low-cost, diversified portfolio of quality, sustainable real estate, by combining state-of-the-art technology with leading in-house expertise we minimize associated fees, and management cost and maximize long-term returns.

  • Minimum investment amount: $1 Million
  • Risk profile: Low
  • Performance target: CPI inflation +5%
Energy & Transportation

Spartan Ives Wealth’s energy fund invests in sustainable energy and transportation companies based on published Environmental, Social and Governance data. We also include industries such as Mining, Automotive, Rail, Aerospace, Green Energy, Oil and Gas.

  • Minimum investment amount: : $1 Million
  • Risk profile: Medium-high
  • Recommended minimum term: 3 to 5 years
  • Performance target: CPI inflation +5%
Health Fund

Health and Insurance have always been and remains the pillar of our business and we are determined to increase our market share through acquisitions, mergers, customer retention, entering into new markets and subcategories and promoting research and development.

  • Minimum investment amount: $1 Million
  • Risk profile: Low
  • Recommended minimum term: 3 to 5 years.
Venture Fund
Venture Fund

Our venture capital fund is driven by building high-growth companies. We believe that great and profitable companies are built when entrepreneurs are partnered with venture professionals who have the experience to accelerate growth, cultivate profit and still understand the tech and innovation behind the product.

  • Minimum investment amount: $1 Million
  • Risk profile: Medium To High
  • Recommended minimum term: 3 to 5 years.
Entertainment & Sports

Our entertainment and sports portfolio invests in sporting franchises and the associated ancillary companies that benefit from the multi-billion-dollar sports industry and sports entertainment as a whole.

Our strategy is to diversify and grow this portfolio by including other subindustries such as film, music, gaming, cinema and festivals.

  • Minimum investment amount: $1 Million
  • Risk profile: Medium
  • Recommended minimum term: 3 to 5 years.
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