SPECTRUM ADVISORS, INC.

Overview

Spectrum Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individuals and families. The firm combines financial planning with portfolio management for individual, small-business and institutional clients, and also offers selection of other advisers and educational seminars. Fee arrangements are flexible—covering percentage of AUM, hourly work and fixed-fee engagements—allowing it to serve both ongoing wealth management relationships and project-based planning work. From an investment posture the firm shows a clear tilt toward public equities, with a stated preference for exchange-traded securities. Spectrum Advisors is not identified as an active ESG investor. The firm acts in a discretionary capacity across the bulk of its assets, and it uses third-party managers where appropriate as part of its role selecting other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices