Why Institutional Investors
    Trust Spero-Smith

Protecting and growing an endowment, creating, monitoring or improving a retirement plan, or simply trying to preserve or grow excess capital of a business are just a few of the issues you may face as an institution.

Spero-Smith Investment Advisers delivers a full range of professional investment management services to institutional investors, with highly personalized service.

Advising and Serving on Nonprofit Boards
Our deep experience as investment advisors to prominent nonprofits and government entities, and decades of service as volunteer directors of civic, charitable, and government organizations, gives us exceptional insight into the needs of institutional investor boards and the importance of investing an organization’s assets prudently and thoughtfully.

Bob Smith, President and CEO, has served on numerous boards and investment committees of nonprofit organizations, state and regional government agencies, civic groups, and a major corporation. Mimi Lord, Senior Vice President and Chief Investment Officer, is an expert on endowment management who has spent much of her career advising a leading trade association, speaking to nonprofit groups, and authoring articles to guide institutional investors in financial matters.

A Customized Investment Plan
Like our approach to individual investors, we work closely with institutional investors to develop a customized Investment Policy Statement tailored to your organization’s investment objectives, assets, timeframes, constraints, and liabilities. This statement is the foundation of your investment strategy and it guides our work for you.

We then implement your organization’s investment strategy and monitor the strategy on an ongoing basis, adjusting your portfolio as warranted by changes in your plans or shifts in the market. We can manage your investments in all asset classes and we will tailor the investment approach to your organization’s needs.

We have a fiduciary responsibility to our individual and institutional clients, which means we act solely with our clients’ investment goals and interests in mind, free from direct or indirect conflicts of interest. Fiduciary duty is generally considered to be the highest legal duty that one party can have to another. We willingly embrace our fiduciary status and we document our acceptance of this responsibility in our client contracts.

Highly Personalized Service
You will receive the same personal, individual attention that is the hallmark of Spero-Smith. Regular, understandable presentations and reports by our investment management team will keep your officers and board fully informed on the performance of your investments. You also will have 24/7 access to your account on our website.