THE FIRM
FOCUSED ON INVESTMENT NEEDS OF INDIVIDUALS AND FAMILIES FOR OVER 50 YEARS
Cannell & Spears was formed in 2023 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. While investing is at our very core, we can help with every aspect of your family’s financial life. If you are looking for the antidote to large impersonal firms, you will find it at Cannell & Spears.
THE INVESTMENT APPROACH
A PERSONALIZED PORTFOLIO
Your success is our success. At Cannell & Spears, we will look after you and your family as if you were part of ours. You will work directly with a Partner of our firm to build a portfolio of individually selected stocks, bonds and alternative investments designed to meet your specific needs.
THE PEOPLE
TALENT AND EXPERIENCE
Our team is stable, long-tenured and invested in our platform. We provide decades of experience to help families preserve and grow their wealth.
PUBLICATIONS
REPORTS & INSIGHTS
Our reports are published online on a quarterly basis. In them, we discuss the results of the prior quarter, share our perspective on the state of the financial markets and our thoughts on investing. Beyond that, we also regularly share our insights ranging from the macroeconomy to our personal interests.