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Spectrum Advisors
Investment Advising Services
SA Level 1
Peter Lynch of Fidelity Investments is known for saying
“Know what you own.” That is exactly what SA Level 1 is for, but we
take it even further.
 | Help you answer:
 | what do you have? |
| why do you have it? |
| what you plan to do with it? and |
| who else do you want to have know about it? |
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| Duration – 1 month with additional 2 months passive
retainer*. |
| Create a SAIL – Spectrum Advisors Information Locator. |
| Convert up to 20 sheets of important documents to PDF
format. |
| At completion we will give you our assessment of your
investments and investment strategy along with any concerns and
recommendations in writing. |
SA Level 2 (must first complete Level 1)
This is to assist you in the implementation and monitoring
of your investment strategy.
| Duration – 1 year with additional 6 months of passive
retainer*. |
| Password Protected Personal Web Page on
SpectrumAdvisors.com including
| All meeting notes |
| Date and expectations of next meeting |
| Links to your investments (where possible). |
| Access to your documents in PDF format (if desired) |
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| Convert up to 100 sheets of important documents to PDF
format. |
SA Level 3 (must first complete Level 2)
| Continued assistance in monitoring of your investment
strategy along with in depth investment readings and studies if desired. |
| Duration – More than one
year with additional 6 months of passive retainer* at completion. |
| Work with you to develop your own investment style. |
| Password Protected Personal Web Page on
SpectrumAdvisors.com including
| All meeting notes |
| Date and expectations of next meeting |
| Links to your investments (where possible). |
| Access to your documents in PDF format (if desired) |
| Convert up to 100 sheets of important documents to PDF format. |
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SA Level 4 (only Level 1 must be completed)
Passive Retainer.
For those who have things set like they want and are
generally comfortable with their current investment and financial situation, but
would like somebody to advise them on occasion.
Passive Retainer –
| Few scheduled meetings (typically once a quarter or
less) |
| No duplicate records sent to our location |
| We are always “on call” to talk when you feel the need
to discuss something. |
* if not continuing services at the next level.
These services and fees are subject to change without
notice.
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