Who We Are

Spectrum Investment Advisors is a Registered Investment Adviser specializing in assisting plan sponsors monitor and evaluate investments in retirement plans. Our primary customer base includes plan sponsors within professional associations, financial institutions, law firms and manufacturing corporations.

We assist plan sponsors in selecting and monitoring the investment options offered in their plan through the use of our
401(k) Fund Monitoring Scorecard®.

We educate plan participants about the nature of available investments in their plan using the Marshall’s Spectrum Investing Concept®; a patent-pending investment communication process using the simplicity of colors.

Company Highlights:

• Nominated for PLANSPONSOR magazine’s "Retirement Plan Adviser of the Year" in 2004, 2005, 2007 and 2008
• Featured in BusinessWeek and PLANSPONSOR magazine
• Marketing team combines for over 50 years of experience in
  providing investment evaluation services to retirement plan sponsors
• Registered directly with the SEC since 1995