SPRINGSTEEL INVESTMENT ADVISORS, LLC

Overview

Springsteel Investment Advisors, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm runs fee-based relationships using a mix of AUM-based and hourly billing and focuses on financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Investment strategy centers on core public fund allocations—primarily mutual funds—managed on a discretionary basis, with supplemental exposure to third-party alternative managers where appropriate. The firm is not an active ESG investor and maintains a concentrated custodian relationship to support trading and reporting. Springsteel appears to position itself as a boutique advisory practice that builds portfolios from established public fund vehicles for core equity and fixed-income exposure, then layers hedge fund and private placement allocations for clients who qualify and for whom illiquidity and complexity are appropriate. Discretionary management dominates the advisory mandate, enabling the firm to implement model allocations and adjust exposures without needing client sign-off for each trade.

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Location & Offices