About Us – The Spielberger Group, Inc.
Since its inception in 1998, The Spielberger Group, Inc. has anchored its investment philosophy on diversification and quantitative asset allocation. Mark Spielberger was formerly at the private bank now known as JP Morgan Chase. This allows the firm to combine the highly personal concierge services of a family office with the sophisticated resources of an institutional investment consulting firm. The Spielberger Group believes in open architecture solutions and unbiased advice, setting the industry standard for today’s wealth management firms. The Spielberger Group is a market leader in objective wealth counseling for affluent investors. The guiding tenets of the company’s business model – outstanding investment performance, exceptional service, objectivity and innovative thinking – integrate well with the increasingly sophisticated demands of high net worth families. Today, The Spielberger Group, Inc. serves approximately 75 families of exceptional wealth. The firm provides clients with impartial investment consulting and a variety of wealth management services tailored specifically to the high net worth marketplace, with particular expertise in goal-based investment planning, portfolio construction, alternative investments, concentrated wealth strategies and performance reporting.