Spence Asset Management is a leading provider of investment management services specializing in separately managed accounts that are tailored to an individual client's investment objective. Spence Asset Management champions independent and autonomous thinking. The firm's culture is characterized by significant employee co-investment in products and a long history of team continuity.
Coupled with an unwavering investment philosophy, these principles have resulted in a proven track record. Spence Asset Management is an excellent alternative to traditional Wall Street managers.
Coupled with an unwavering investment philosophy, these principles have resulted in a proven track record. Spence Asset Management is an excellent alternative to traditional Wall Street managers.
Services
Eric Walton joined Spence Asset Management in 2000. As the President, Mr. Walton oversees the growth and development of the firm, oversees day-to-day operations, and manages personnel. He is also responsible for coordinating the management of the firms investment committee and managing institutional/ individual marketing activities.
Spence Asset Management is an independent, employee-owned, registered investment firm with a focus on helping clients succeed. As a registered investment advisor, the firm puts the clients' needs and interests above all others. Recognizing that clients have unique needs and objectives, Spence Asset Management specializes in separately managed accounts tailored for each client.
The Spence Asset Management Foundation is a charitable organization founded by Spence Asset Management, Inc. The principals and employees of Spence Asset Management, Inc. formed The Spence Asset Management Foundation with the mission to support local community organizations with a focus on education and health for youth.
If you are interested in learning more about our services or scheduling an appointment please call 575.556.8500 or send us a message and a representative of Spence Asset Management will contact you.
The information contained herein is for informational purposes only without regard to any particular user's investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to investors.To determine if investment in a Separately Managed Account with Spence Asset Management is an appropriate investment for you please call 1.800.230.1840.
The information contained herein is for informational purposes only without regard to any particular user's investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to investors.To determine if investment in a Separately Managed Account with Spence Asset Management is an appropriate investment for you please call 1.800.230.1840.
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