BERWYN, Pa.--Red Spruce Capital, a privately held Registered Investment Advisor, announced today that all client accounts maintaining a previously established custody and brokerage relationship with Shareholders Service Group (SSG) have successfully converted to Altruist Financial, LLC. Altruist announced the acquisition of SSG in March of 2023.Clients can view positions, statements,...
Read moreBERWYN, Pa.--(BUSINESS WIRE)--Red Spruce Capital, a privately held Registered InvestmentAdvisor, announced today the hiring of Raymond J. McCaffrey, CFA, as a Portfolio Manager.McCaffrey will directly manage all aspects of investment research, selection, and management forclient portfolios. He joins Red Spruce’s Portfolio Management team of Amish Desai, Mark Kennedy,Rahul Shah, and...
Read moreIndustry gurus preach that advisory firms providing only investment management are playing a loser's game. After all, we know few active managers actually deliver alpha, while cheap beta vehicles are widespread, right?The rise of robos using ETFs to build portfolios online, rebalancing and tax-loss harvesting along the way, are removing...
Read moreBERWYN, Pa.--(BUSINESS WIRE)--Red Spruce Capital, a privately held Investment Advisory firm, announced today the firm's registration with the U.S. Securities and Exchange Commission (SEC)."We are extremely pleased to have achieved this significant milestone and are thankful to all of our clients for their continued trust," commented Mark Vasquez....READ MORE...
Read moreBERWYN, Pa. --(BUSINESS WIRE)--Red Spruce Capital, a privately held Registered Investment Advisory firm, today announced a $25,000 gift to Drexel University to support the Alumni Impact Endowed Scholarship and the Alumni Relations 40 Under 40."We are very pleased to support Drexel University," commented Amish Desai, Founder of Red Spruce Capital....
Read moreBERWYN, Pa. --(BUSINESS WIRE)--Red Spruce Capital, a privately held Registered Investment Advisory firm, announced today that Portfolio Managers Amish Desai and Mark Vasquez will be speaking at the upcoming Shareholders Service Group 2017 Conference. The conference will be held April 26-28 at the Sheraton San Diego Hotel and Marina.The discussion...
Read moreBERWYN, Pa. --(BUSINESS WIRE)--Red Spruce Capital, a privately held Registered Investment Advisory firm, announced today that Founder Amish Desai was honored in Drexel University's 2016 Forty under Forty. The program recognizes promising, entrepreneurial, creative and inspiring young alumni.After working on the buy-side as an institutional investor for Susquehanna International Group...
Read moreBERWYN, Pa. --(BUSINESS WIRE)--Red Spruce Capital, a privately held Registered Investment Advisory firm, announced today the hiring of Rahul Shah as a Portfolio Manager. Shah joins Red Spruce's PortfolioManagement team of Amish Desai, Mark Kennedy, and Mark Vasquez."We are very excited that Rahul has joined Red Spruce Capital's Portfolio Management...
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