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We offer open access to myriad investment vehicles and advanced trading solutions to meet your clients' needs.

Limitless investment choices

Through our multiple custodian platform and extensive network of selling agreements, you have access to virtually any risk- and goal-appropriate investment solution for your clients. Investment options include a full array of traditional solutions as well as certain alternative asset classes.

Traditional investments

Through Spire, you have access to a wide range of mutual funds, individual equities, fixed income instruments, separate accounts, and insurance and annuity solutions. And if you need an investment solution that is not part of our offering, in most cases we can accommodate your request.

Alternative investments

Our investment committee has approved a significant number of alternative investments for some current, qualified clients –

We offer investments in:

  • Private equity
  • Managed futures
  • Commodities
  • Hedge funds
  • Non-traded REITS
  • Oil and gas partnerships
  • And 1031 funds 

We recognize that these vehicles may be an integral part of your practice and will work with you to find suitable custody relationships for existing positions and consider the addition of certain vehicles to our list of approved investments.