ABOUT SPECTRUM INVESTMENT ADVISORS
INDUSTRY LEADERSHIP・COMMUNITY IMPACT
Understanding makes the difference.
As you get to know us, you’ll find a harmonious team of unique individuals, each bringing a strong background, a deep commitment, exceptional education and training, an informed perspective, and a personal passion for driving success. If you look in the windows of our own coffeehouse on any given day, you’ll see a group that knows how to work together, and engage the powerful wisdom that only a strong team offers.
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Patented color-coded Spectrum Investor® Communication Process
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Registered Investment Advisor with the Securities and Exchange Commission (SEC)*
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Privately held and independent firm with all six partners actively involved
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Selected as Best Places to Work by local and national publications (see press and awards below)
*Registration with the SEC does not imply a certain level of skill or training
PRESS & AWARDS
Industry Leaders
We are recognized as industry leaders for our work in the board room and break room.
Spectrum was named a 2024 Top DC Advisor Team by the National Association of Plan Advisors (NAPA) on March 18, 2024. The award is based on self reported assets under advisement as of December 31, 2023.
Spectrum was named a 2023 Top Retirement Planning Services Provider in February 2023. These awards were based on data from 2022 respectively. Spectrum paid a licensing fee for use of this designation and logo.