Following development of an investment policy statement, or investment “road map,” Spectrum builds customized investment portfolios designed to achieve the client’s objectives and preferences. We diversify the portfolios across numerous asset classes to maximize returns and reduce risk, based on historical data for each asset class taken as a whole. Individual results may vary from class averages.

 

Spectrum then actively manages each portfolio, continually monitoring capital market conditions and client circumstances, and making adjustments to reflect any change in relevant variables. The firm’s partners and investment officer meet regularly with their clients to report portfolio performance and evaluate the need for any changes in direction.

 

Spectrum Managed Accounts are managed on a discretionary basis, and all client funds are held in custody by Fidelity Institutional Wealth Services.

 

Our minimum account for private client services is $250,000.

 

Please contact us for more information about our program.