Who is Springside Partners?
Springside Partners LLC is a Registered Investment Advisor (RIA) based in Akron, Ohio. The firm is organized as a limited liability company under the laws of the State of Ohio. The firm’s Principal Executive Officer is Carina Diamond. Brenda Hood serves as Chief Compliance Officer, Patrick Hahn serves as a director and Marc Servodio is a Financial Advisor.
What does Springside Partners offer?
Springside Partners provides investment advisory services. The firm offers discretionary portfolio management services to individuals, trusts, estates, and charitable organizations. It does not require a minimum dollar amount to open and maintain an advisory account. Investment advice is tailored to meet clients' needs and investment objectives, and is primarily focused on investment company securities such as mutual funds and ETFs, corporate and debt securities, and municipal securities.
When and Where did this company begin?
Springside Partners LLC was launched in 2014 in Akron, Ohio.
Why use a Registered Investment Advisor (RIA)?
A Registered Investment Advisor holds fiduciary responsibility to act in the client's best interest. At Springside Partners, we are fee-based which means we do not accept commissions from outside vendors.
Springside Partners has a strategic relationship with Pershing Advisor Solutions™, member FINRA, SIPC.
Springside Partners LLC is notice filed with the states of Arizona, Florida, Illinois, and Ohio.
Springside Partners LLC only transacts business where properly registered.
Springside Partners is not owned by or directly associated with SS&G Wealth.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.