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 * TEAM
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+1 610-727-4270
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 * About Us
 * FACT SHEET
 * FAQ
 * Newsroom
 * Contact Us

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 * TEAM
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+1 610-727-4270
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WELCOME TO RED SPRUCE CAPITALGLOBAL REACH

We research industries and businesses. We use this research to invest directly
in publicly traded stocks and bonds on behalf of our clients.

Explore Now Getting Started
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 * We Serve
   
   Individuals

 * We Serve
   
   Families

 * We Serve
   
   Businesses

 * We Serve
   
   Trusts


WE RESEARCH INVESTMENTS, NOT INVESTMENT PRODUCTS.

Typical advisors are middlemen. Not us. No mutual funds. No insurance products.
No hedge funds. We research industries and businesses. We use this research to
invest directly in publicly traded stocks and bonds on behalf of our clients.

Getting Started

 * 
   Amish Desai
   
   
   AMISH DESAI
   
   Portfolio Manager
   
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   Mark Vasquez
   
   
   MARK VASQUEZ
   
   Portfolio Manager
   
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 * 
   Rahul Shah
   
   
   RAHUL SHAH
   
   Portfolio Manager
   
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   Mark Kennedy
   
   
   MARK KENNEDY
   
   Portfolio Manager
   
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    * 

View our team
Fact Sheet

RED SPRUCE CAPITAL IS A FEE-ONLY REGISTERED INVESTMENT ADVISOR.

Download Fact Sheet

FREQUENTLY ASKED QUESTIONS

What is the minimum investment required?

Red Spruce Capital has no minimums. As a Registered Investment Advisor, the firm
offers portfolio and investment management services to individuals and
businesses in a wide variety of income and asset ranges. Please contact us to
discuss our services in more detail.

Is Red Spruce Capital a Fiduciary?

Yes, we have a legally binding fiduciary duty to hold clients’ interests above
our own in all matters.

What is the price?

Red Spruce Capital’s annual fee is calculated as a percentage of assets under
management. The annual fee for the Portfolio Management Service is 1% of assets
under management.

View all questions

NEWS/RELEASES

Red Spruce Capital was founded in 2011. Discover press releases and articles
about our firm and people.

Red Spruce Capital Hires Raymond J. McCaffrey, CFA, as Portfolio Manager

Bucking the Perceived Trends

Red Spruce Capital Registers with the U.S. Securities and Exchange Commission

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View All

HOW CAN WE HELP YOU?

Connect with Red Spruce Capital to get started.

CALL US

Give us a call – we'd love to hear from you.

+1 610-727-4270

EMAIL US

Fill out a short form and we’ll get right back to you.

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Red Spruce Capital, LLC (“Red Spruce”) is a Registered Investment Advisor
("RIA") registered with the U.S. Securities and Exchange Commission ("SEC"). Red
Spruce provides asset management and related services for clients nationally,
subject to registration requirements. Red Spruce will file and maintain all
applicable licenses as required by the state securities boards and/or the
Securities and Exchange Commission ("SEC"), as applicable. Red Spruce renders
individualized responses to persons in a particular state only after complying
with the state's regulatory requirements, or pursuant to an applicable state
exemption or exclusion.

This web site is intended to provide general information about Red Spruce. It is
not intended to offer investment advice. Investment advice will only be given
after a client engages our services by executing the appropriate investment
services agreement, and shall be subject to the terms and conditions therein.
Information regarding investment products and services are provided solely to
read about our investment philosophy, our strategies and to be able to contact
us for further information. You should not rely on any information provided on
our web site in making investment decisions.

Market data, articles and other content on this web site are based on
generally-available information and are believed to be reliable. Red Spruce does
not guarantee the accuracy of the information contained in this web site. The
information is of a general nature and should not be construed as investment
advice and relied upon in making investment decisions.

Red Spruce will provide all prospective clients with a copy of our current Form
ADV, Part 2 ("Brochure") and our current Form ADV, Part 3 prior to commencing an
Advisory relationship. Existing clients will receive copies on an annual basis.
However, at any time, you can view our current Form ADV, Part 2 and our current
Form ADV, Part 3 on our website. In addition, you can contact us to request a
hardcopy.

If you have any questions regarding Compliance and Regulatory information,
please contact us.

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