How It Works
Helping Grow and Protect What You Have Created
At Sprive Capital Management, we serve elite professional athletes, entrepreneurs, and executives in achieving even greater success by helping them grow and protect the wealth and lifestyle they have created. Our Newport Beach financial planning firm helps achieve this through:
In working with you, our objective is to help you achieve even greater success by helping you grow and protect the wealth and lifestyle you have created. As an independent investment advisor, we have no proprietary requirements or obligations to banks, broker-dealers, wire houses, or multinational companies. Our loyalty is to you, our client.
- A highly credentialed investment management team
- Sophisticated analytics
- Both traditional investment offerings and alternatives that are typically inaccessible to individual investors
We designed our process so we can understand where you are and where you want to be, build the wealth planning strategies to help achieve your objectives, and meet regularly so we can track your portfolio’s progress and update it necessary.
In this complimentary call, we discuss what prompted you to reach out—your concerns and goals. We share how our firm may be able to help and mutually decide whether we should move forward.
We meet in person or remotely to begin filling out the details of your financial situation. We help you prioritize your goals, which become the basis for your timeline of recommendations.
We go over the details of your recommended investment portfolio and wealth planning strategies. We answer any questions you may have, and together we begin the implementation of your strategies.
We provide ongoing management of your investment portfolio to help ensure it stays on track to meet your goals. We monitor for potential opportunities such as tax-loss harvesting and rebalancing.
We meet with you at least annually to discuss progress toward your goals and any financial or life changes that necessitate an update to your wealth plan. We meet with you in person or remotely, according to your preference.
Who We Help
Three key principles guide our firm’s approach to investment management: commitment to fundamental research, long-term investment horizon, and focus on value.
We are committed to fundamental research at Sprive Capital Management. The primary objective is to develop portfolios independent of Wall Street or popular consensus. Our team looks for investments where we believe the underlying long-term fundamentals will be strong or will evolve significantly better than the current consensus or valuation suggests.
We take a long-term perspective to achieving your goals. We look for investments that we believe will outperform over the long term. Because it is virtually impossible for even the most brilliant investors to predict events and market movements with certainty and consistency, investors are better off adhering to a long-term strategy.
At Sprive Capital Management, we believe the key to successful investment decisions rests in correctly appraising the relationship between the fundamental value of an investment and the market price. In our judgment, an investment has the potential to be a good investment only if it is purchased at the right price.
We designed our investment management and wealth planning services to be flexible and delivered, as needed, throughout your life. Our unique platform brings sophisticated advisory services together with the global execution of Interactive Brokers and Charles Schwab.
- Financial planning
- Retirement planning
- Tax planning
- Cash flow management
- Debt and savings management
- Executive compensation planning
- Business succession and transition planning
- Insurance coverage and policy reviews
- Family office services, including bill pay and accounting
- Investment Policy Statement
- Asset allocation
- Selection and oversight of all investments
- Ongoing monitoring of investment portfolios
- Performance reporting, benchmarking, and analytics
- Market insights and guidance
- Customized hedging
- 401(k) plan advisory services
We select cutting-edge technology portfolio analytics, to help organize and simplify your wealth and bring clarity to your decisions. Your secure online portal provides online account aggregation so you can see all your financial accounts in real time and in one place.
The graphic-rich technology also allows you to track progress on financial goals, review your budget and cash flow, check on your investment portfolio, and securely upload and store documents.
Sprive offers a global electronic trading capability to invest in different markets, countries, and currencies around the world including access to market data 24 hours a day, six days per week to stay connected to all global markets.
Protect your wealth and delegate complex tasks
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