
John D Spooner
Our Mission Statement
We do not believe in "one size fits all." We strive to customize our portfolios to suit each individual's personal situation. Practical advice and counsel about money and life issues is what we do.
Our Story
We at the Spooner Group run an old fashioned business. Old fashioned in the sense that we do not merely manage people's money, we provide advice and counsel on both money and life to our clients from all over the globe, from Bangkok to London, from Paris to Rome to Shanghai, and of course, throughout America.
We try to educate our far flung clients, in looking around themselves in more creative ways, being our eyes and ears for trends they may observe, in retail or technology or entertainment, products or services they may enjoy or appreciate. These observations keep our clients on their toes and help us hopefully to see and hear real life experiences, not just research reports on the screen.
We do not farm out the investment of your money to outside managers except for the clients who we believe would benefit from exposure to tax free municipal bonds. We use several bond managers who we believe would serve our clients well; seasoned managers with long experience in the field.
We invest in common stocks and ETF's for our clients and for ourselves as well. And we are contrarians, trying to find value in areas that are out of favor and that, in our opinion, will serve us well when attitudes change. Very often, markets give us a long time to accumulate what we think are cheap assets. We are long term thinkers and holders, not traders with short term in mind. We feel that the accumulation of wealth, whether in real estate, art, or stocks, is done with the long view in mind, not next week or month.
This is a business that never sleeps and we understand that. We view our jobs as attempting to get all of our clients to that sleeping point where, when they wake at 3AM worrying about all kinds of things, that money worries are not part of that wakeful process. Good counselors, which we try to be, are focused on our client's long term goals. We welcome the opportunity to add value to your lives in many ways.