Spectrum Advisers, LLC

Overview

Spectrum Advisers, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. Its fee arrangement is flexible and includes a percentage-of-AUM component as well as hourly and fixed-fee options. Spectrum Advisers does not position itself as an ESG investor, a pension consultant, a multi-state adviser or a capital allocator; it manages client assets directly rather than acting as a fund-of-funds allocator. The firm also lists a real estate broker affiliation, suggesting a business link to property markets that can influence sourcing or due diligence when real-estate exposure is used in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives