Spurr Financial Investment Services, LLC

Overview

Spurr Financial Investment Services, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based portfolio management and financial planning. The firm’s portfolio stance is equity‑oriented: exchange‑traded equities and ETFs make up the bulk of assets under management, suggesting a bias toward liquid, transparent holdings that can be managed on a discretionary basis. Advisory work is concentrated on individuals and small businesses with bespoke portfolios rather than institutional mandates or pension consulting. The firm does not position itself as an ESG investor and operates from a single office under individual ownership. Investment activity centers on discretionary portfolio management with a clear preference for equities supplemented by traditional mutual funds and income solutions such as annuities. The firm also uses third‑party managers for alternative exposure, primarily hedge funds and real estate vehicles, to add diversification and return-enhancement where appropriate. Custody and trading are handled through Charles Schwab & Co., Inc., which houses the firm’s full asset base.

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Location & Offices