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Spectrum Advisors is of most value – When a client: Ø Wants to become more involved with their investments. Ø Wants to become less involved with their investments. Ø Has multiple investment professionals to watch or manage. Ø Is going through a major life change. Ø Is concerned that their current investments or investment professionals are not performing to their expectations. Ø Wants to make changes to their investments but not sure what or how to. Ø Wants to have a greater understanding of investing and their investment options. Ø Becomes responsible for another person’s investments and/or finances. Ø Wants a consistent “sounding board” of information and advice.
Spectrum Advisors is at least value – When a client: Ø Is generally content with their investments and financial situation. |
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