Eric Walton
About
Eric Walton is from Las Cruces, New Mexico, United States. Eric is currently President at The Spence Asset Management Foundation. Eric also works as President, Managing Partner at Spence Asset Management, a job Eric has held since Sep 2000.
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The Spence Asset Management Foundation is a charitable organization founded by Spence Asset Management, Inc. The principals and employees of Spence Asset Management, Inc. formed The Spence Asset Management Foundation with the mission to support local community organizations. The Spence Asset Management Foundation will provide grants or funds to organizations with a focus on education and health. The Spence Asset Management Foundation will support non-profit organizations in the communities where we live and work in order to help the youth of our communities thrive. The Spence Asset Management Foundation seeks to provide disadvantaged youth the ability to participate in academic, athletic, musical, artistic, and religious activities to help them develop the necessary skills to contribute the communities that they choose to live. Spence Asset Management also seeks to provide disadvantaged youth with necessary medical and dental care. The Spence Asset Management Foundation will serve solely as a grant making organization. Grants given by The Spence Asset Management Foundation will be for organizations that have tax exempt status under the Internal Revenue Service Section 501( c ) 3. Organizations receiving funds from the foundation may only use the funds for operating purposes in providing services. Grant applications will be reviewed quarterly by the Spence Asset Management Board of Directors. The Spence Asset Management Foundation will be funded by Spence Asset Management, Inc. as well as outside donations from corporate partners and individuals. Spence Asset Management will donate a 1-5% of its annual management fees to The Spence Asset Management Foundation.
Spence Asset Management is a New Mexico based Registered Investment Advisor. Spence Asset Management is an independent, 100% employee owned, investment advisor. The firm was founded in 1992 as Lord, Spence & Associates and in 2000 the firm was renamed Spence Asset Management. Spence Asset Management specializes in managing Seperatley Managed Accounts for Institutions and Individuals. Spence Asset Management opened the fOCUS Equity product to institutional investment in 2007.