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Our investments span the real estate development, entertainment and energy innovation industries narrowly focused in California on established and growth-oriented businesses alike.  Spirit plays a vital role in helping companies realize their growth potential, we uncover value by identifying great companies and enhancing their performance by providing patient capital and operating support to strong management teams.  Our approach helps our portfolio companies grow core businesses, launch new initiatives, make transformative acquisitions and upgrade technologies and systems to support their long-term strategy.  


Spirit Investment Advisors provides a robust offering of products, programs, and services designed to help our clients with their financial goals with TD Ameritrade’s Institutional platform, world class service, trading services, clearing and custody.


Flexible Investment Solutions

  • Investment Products

  • Individual Retirement

  • Estate Planning

  • Managed Accounts

  • Research


Retirement Plan Solutions

  • Engineered for Simplicity and Success

  • Investment Options

  • Plan Types and Services

  • Smart Rollover

Self-Directed Brokerage Accounts

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