Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc. (Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle and provide liquidity by preserving the purchasing power of the assets under management.
Spectrum provides separately managed account portfolios for multiple types of investors and account types including individuals, IRAs, corporate pension, profitsharing, 401K, charitable institutions, foundations, endowments, and trusts through a variety of actively managed strategies. Spectrum has also entered into an agreement with Advisors Preferred (RIA) to provide sub-advisory services to The Spectrum Funds (Spectrum Low Volatility Fund and Spectrum Advisors Preferred Fund). The objective of these funds is to achieve consistent rates of return that are in excess of non-actively managed strategies within the asset category of the funds. Both individual and institutional share classes are available at a variety of custodians. In addition, Spectrum provides model portfolio investment signals which generate buy/sell orders for clients on the Envestnet trading platform.
Spectrum strategies strive to avoid declining markets and to participate in rising markets. Spectrum is fully committed to investment research in order to perfect our strategies while listening to our clients. We invite you to transform the way you invest.
For additional information and important disclosures, please go to http://investspectrum.com/disclosures.htm
For additional information regarding The Spectrum Funds including prospectuses please visit http://www.thespectrumfunds.com/
Company Details
- Employees
- 9
- Founded
- -
- Address
- 272 Bendix Rd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- investspectrum.com
- Keywords
- High Yields, Mutual Fund, Avoiding losses in down markets, Customer service, Active management, Actively managed accounts, Separately managed accounts, Charity contributions, Technical analysis.
- HQ
- Virginia Beach, Virginia
Spectrum Financial, Inc. Questions
Spectrum Financial, Inc.'s website is investspectrum.com
Spectrum Financial, Inc.'s LinkedIn profile is https://www.linkedin.com/company/spectrum-financial-inc.
Spectrum Financial, Inc. has
9 employees.
View email and phone details for 9
employees at Spectrum Financial, Inc..
Spectrum Financial, Inc.'s industry is
Investment Management
Spectrum Financial, Inc.'s top competitors are
Spectrum Financial Group,
Naked Foods Ltd - Part Of The Meadow Group,
Memp Group (Pty) Ltd.,
Meadow Group,
Clearstead Advisory Solutions,
Spectrum Financial (Omaha, Ne),
Pw Harvey & Co,
Edge Financial Group,
Kevin Mills Financial Services Cc,
Bull Run Investment Management.
Spectrum Financial, Inc.'s categories are Investment Management
Spectrum Financial, Inc.'s founding year is 1986
