At Spartan Securities Group, Ltd., we are committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities for each of our clients. Our private investors turn to us to help them build and manage their wealth in today’s complex and challenging environment.

The Spartan investment approach begins by working closely with our clients to identify their goals and risk tolerance and to understand the nature of their existing asset base.

We then develop a long-term strategy and work with each client to implement appropriate strategies, products and techniques. We also review the strategy on an on-going basis and evaluate potential adjustments in response to changes in economic conditions, market trends and client needs.

Our Services include:

- Asset Allocation and Consulting
- Manager Selection and Oversight
- Investment Monitoring and Evaluation
- Alternative Investment Opportunities

  

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As a member of the Securities Investor Protection Corporation (SIPC) funds are available to meet customer claims up to a maximum of $500,000 in cash and securities with a $100,000 cash maximum. Additionally, our clearing firm holds Excess SIPC Insurance of $200,000,000 in the aggregate, over all customer accounts, subject to a maximum limit of $900,000 per Customer in respect to cash. This "Excess SIPC" protection is in addition to the protection provided by the Securities and Investors Protection Act, which is administered by SIPC and is subject to certain conditions and limitations, details of which are available upon request. Note SIPC and Excess SIPC provide coverage against loss of securities and cash, not against market depreciation, fluctuation in market value of your securities or a trading loss.