Helping You Be
The Best You Can Be.
Spartan Ives Wealth is a multinational financial services, Retirement, Saving, Wealth, Investment and Asset Management company.
WHO WE ARE
Spartan Ives Wealth is an investment company, that offers a selection of low-cost mutual funds, ETFs, advice, investment banking and a host of related investment and saving products services.
Spartan Ives Wealth’s core values of focus, integrity, and stewardship are reflected every day in the way that we engage with our clients, our employees, and the communities we serve.
Our stance on investment Stewardship functions as a natural extension of our values and those of Spartan Ives Wealth’s core purpose: and that is to guide our clients funds and optimize returns through sustainable and ethical investing.
At Spartan Ives Wealth our driving force is the desire to outperform the average returns of our peer over the short and long term.
While we seek high returns and growth we have mitigated our exposure to high risk investing by creating sustainable stand alone products and services in other industries ensuring that we stay profitable and sustainable regardless of how the markets are performing.
Our approach to invest and our philosophy behind choosing what and where we invest is guided by a goal to continually sustain the long-term needs of our clients. In doing so, we weigh each stock, company, idea and fund idea against a consistent set of standards to help us determine it's growth and return potential.
Our investment management capabilities are firmly grounded in the culture that emerged from our alignment with investors. As we design and manage investments, we are steadfast in our focus on helping our investors get the best possible outcomes. In doing so, we don’t take unnecessary risks with our investors’ hard-earned money for the possibility of short-term gains. We also build accountability into our process by tying portfolio managers’ compensation to the performance of the funds they oversee.
Our scale and global investment management capabilities allow us to serve investors worldwide and help them achieve long-term success. We combine our global investment infrastructure with local expertise to identify prudent investment opportunities across regions, industries, and issuers, and to advocate for investors around the world.
Our vision is not just to become one of the world's largest investment companies, We want to be your wealth and asset manager today and still be there to help your children’s children and their children, grow, prosper, create and sustain wealth.
Some Of Our Numbers
It is our belief that a superior record is best built on a high batting average rather than a mix of brilliant successes and dismal failures.
Skill and hard work can lead to various untapped advantages, that can lead to superior investment results. But we do not believe this can occur in so-called efficient markets, where large numbers of participants share roughly equal access to information and act in an unbiased fashion to incorporate that information into asset prices.
Specialization offers the surest path to the results we, and our clients, seek. Thus, we insist that each of our portfolios do just one thing — practice a single investment specialty — and do it absolutely as well as it can be done.
Our Core Services
Spartan Ives Wealth's Asset Management and Wealth Management services address the entirety of your life – your family, your business, your future – one facet at a time.
Our Advisory Services function as part of a thoughtful due diligence process, add the experts in Investment Solutions to your team. Together, we'll work through your challenging investment-related questions to help you determine the best choices for your plan.
At Spartan Ives Wealth, you'll find the expertise, tools, and investments to help achieve your plan objectives. Our solutions and products can support derisking, immunization, and other liability-driven investing (LDI) strategies whether your plan is open, closed, frozen, or terminating.
Together with your input, your relationship manager will provide investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.
Total Wealth Planning is more than just helping you reach your goals but to do so in collaboration with you while addressing the entirety of your life – your family, your business, your future.
From helping individuals or organisations raise capital and providing financial consultancy. We act as intermediaries between security issuers and investors and help new firms to go public, raise capital and take their businesses to new heights.