SPIVAK ASSET MANAGEMENT, LLC

Overview

Spivak Asset Management, LLC is a boutique advisory firm that focuses on discretionary portfolio management for high-net-worth individuals and families. The firm charges a percentage-of-assets fee and concentrates client relationships into a relatively small roster, which allows for customized portfolio construction and active oversight. Public mutual funds form the core of its equity and fixed-income exposure, while the firm supplements portfolios with third-party alternative managers to pursue diversification and income. Investment preference leans toward pooled public vehicles for the bulk of liquid allocations, complemented by targeted allocations to hedge funds, real estate strategies, commodities, and oil & gas where managers offer differentiated return or income profiles. The firm does not identify as an active ESG investor and appears structured to deliver traditional wealth-management services rather than institutional pension consulting or multi-state advisory platforms.

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Investments & Alternatives

Location & Offices