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Greg B

CFP®, CFA®, Series 63, Series 66

Corvallis, OR

Spectrum Strategic Capital Management, LLC

Greg Bachman is a CFP® and CFA® with 28 years of experience in financial services. He has been with Spectrum Strategic Capital Management, LLC since 2016 and has prior experience at Purshe Kaplan Sterling Investments. Bachman serves as a volunteer board member and finance committee member for Lumina Hospice and Palliative Care. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm offers financial planning, portfolio construction, discretionary investment management, and retirement-plan advisory services, utilizing IPS-driven portfolios across customized, enhanced index, and unconstrained strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management College savings (529s, UTMA, etc.)
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Benjamin M

Series 66

Corvallis, OR

Spectrum Strategic Capital Management, LLC

Benjamin Meeker is a financial advisor at Spectrum Strategic Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and also operates a CPA tax and accounting practice as the sole owner of Scott Meeker CPA PC. Meeker has worked at Spectrum Strategic Capital Management since 2008 and has been involved in multiple related business activities including an insurance agency. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by offering financial planning, portfolio construction, and discretionary investment management. The firm employs IPS-driven portfolios with strategies ranging from customized investment management to enhanced indexing and a speculative alpha strategy for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management College savings (529s, UTMA, etc.)
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Aaron R

Series 65

Corvallis, OR

Spectrum Strategic Capital Management, LLC

Aaron Rivers is a financial advisor at Spectrum Strategic Capital Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Stover, Neyhart, Yee & Co. from 2022 to 2024. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, charitable organizations, and businesses, offering financial planning, portfolio construction, and discretionary investment management through IPS-driven strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management College savings (529s, UTMA, etc.)
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