Spring Lime Investments Inc.

What is the minimum investment amount?

Our managed account services have a minimum investment of $50,000. However, we offer other investment products and services with lower minimums starting at $10,000. For specific requirements, please contact our client services team.

How are your investment fees structured?

We operate on a transparent fee structure. For portfolio management services, our annual fee typically ranges from 0.50% to 1.50% of assets under management, depending on the account size and complexity. All fees are clearly outlined in our client agreement with no hidden charges.

What makes Spring Lime Investments different?

Our differentiated approach combines quantitative analysis with qualitative insights, focusing on long-term sustainability rather than short-term gains. We emphasize transparency, personalized service, and ESG integration across all investment decisions. With 9+ years of consistent performance, we've built a reputation for reliability.

How often will I receive portfolio updates?

Clients receive comprehensive quarterly reports detailing portfolio performance, holdings, and market commentary. Additionally, you'll have 24/7 access to our client portal for real-time portfolio tracking. Your dedicated investment advisor is available for scheduled reviews at least twice per year, with additional consultations available as needed.

Can I transfer my existing investments to Spring Lime?

Yes, we facilitate seamless transfers of existing investment accounts from other institutions. Our team handles the entire transfer process for you, working directly with your current provider to ensure a smooth transition with minimal disruption. We'll conduct a comprehensive review of your current holdings and provide recommendations for optimizing your portfolio. Spring Lime Investments Inc.