Once you make the commitment to join us, we will assign a team to oversee and coordinate your transition.  We will coordinate with our vendor partners to ensure that the transition process is as painless as possible for you and your clients.  You will be assigned a single point of contact at Spire who will be available for you throughout the process to provide guidance, answer questions and solve problems and who will work with our custodians to move assets as quickly and effectively as possible.

We recognize that transitioning a book of business is a daunting task. We have been in your seat and have done it ourselves.  While we will not promise you that there will be no mistakes during the process, they are inevitable; we do promise that we will bring to bear every resource necessary to minimize the disruption of your business.