Spence Asset Management is an employee-owned investment manager located in Las Cruces, New Mexico. The firm was founded in 1992 as Lord, Spence & Associates and in 2000, the firm was renamed Spence Asset Management. Originally founded to provide investment advisory services to the individual investor, we now offer our services to institutional investors. At Spence Asset Management, we champion independent and autonomous thinking. Our firm’s culture is characterized by significant employee co-investment in our products and a long history of investment team continuity. A diverse set of clients and the ability to draw from their business experience gives us a unique competitive advantage. These attributes coupled with an unwavering investment philosophy has resulted in a proven track record. We are an excellent alternative to traditional Wall Street managers. In 2012, the company founded the Spence Asset Management Foundation to which the company has pleged a portion of its revenues each year. The mission of the foundation is to support non-profit organizations directed at disadvantaged youth and giving them the necessary skills to contribute to the community. The company is comprised of four investment professionals, including two Chartered Financial Analysts (CFA(TM)) and one client support specialist.
