Spectrum Advisors Investment and Financial Solutions

We are a Registered Investment Advisor Licensed in Wisconsin, though we can work with anybody in the U.S.  We are different than most Investment Advisors.  Please see How We are Different. 

First we ask 4 key questions:

bulletWhat do you have? (i.e. ABC Stock, XYZ mutual fund, a 401k with company stock and DEF Mutual fund, Acme Bonds, Zero coupon bonds, etc.)
bulletWhy do you have it? (I inherited it, my broker recommended it, it is what the 401k plan offered, I read about the stock in the paper, etc.)
bulletWhat do you plan to do with it? (keep it until it goes back up to the price where I bought it, keep it form many years [in for the long term], sell when my broker recommends that I do, etc.)
bulletWho else knows about your plan? (nobody, my wife/husband, my kids, other relatives, etc)

Once these questions are answered then the basis of our work can begin.

There is NO Long Term commitment with Spectrum Advisors!!

A problem I have heard and seen about hiring an Investment Advisor is - "Once I have you, how do I get rid of you?"  Sometimes the relationship isn't working, other times the clients needs have been met and they don't want services any longer.  But most contracts with Investment Advisors are open ended and it can be difficult for some people to tell their advisor they don't want or need them anymore. 

We don't want you to feel uncomfortable at all.  All of our contracts have a length in term of one year or less.  That way it is easy for you to move on if you want.  Again we want you to hire us because you want our services, not because you feel you have to have them!

Our over all goal is to provide Information, Insight, Options, and Opinions on investments and financial solutions so YOU can feel confident on the decisions you have made or are going to make.

The best way to get a feel about our work is to look at our literature.  The best way to find our more about our work is to meet with us.  Of course the first meeting is free of charge and without any obligation.  Let's just chat a bit.  Please email me if you would like to meet, want more information or have any questions or suggestions.

Fee Schedules will be sent upon request.

Literature About Us:

bulletWhen to use Spectrum Advisors.
bulletHow we are Different.
bulletSpectrum Advisors Will and Will Not....
bulletSpectrum Advisors Beliefs and Philosophies.
bulletOur 4 Levels of Services.

Please have a look at our Links Page for sites that we like and you may find useful as well.   We update this site regularly so check back often.  Let us know if you have any sites you find particularly useful as well.

 

Send mail to Webmaster@SpectrumAdvisors.com with questions or comments about this web site.
Copyright © 2002 Spectrum Advisors LLC
Last modified: 09/22/02