A complete list of active advisors currently associated with Spectrum Strategic Capital Management, LLC
Warmer can help you find a great advisor at Spectrum Strategic Capital Management, LLC or one who fits your needs even better.
Spectrum Strategic Capital Management, LLC serves individual and high‑net‑worth clients, as well as retirement plans, charitable organizations and business entities, offering financial planning, portfolio construction and discretionary investment management. The firm also provides retirement-plan advisory services (as a 3(21) or 3(38) adviser) and standalone financial planning or modular financial profiles. The firm implements IPS-driven portfolios across three main strategies: a customized Investment Management Services Strategy, an Enhanced Index Strategy that relies on diversified ETFs, and an Unconstrained Alpha+ Strategy intended for qualified investors. The brochure discloses that managed accounts may use margin (borrowing), derivatives (options and short sales), cryptocurrency ETFs and other alternative investments, and that the Unconstrained Alpha+ strategy is highly speculative, custodied at a separate broker, subject to minimums and limited quarterly redemptions. Spectrum’s disclosure highlights several features that are less common among peers: principals have an ownership interest in an affiliated insurance agency and several advisory representatives are licensed insurance agents who receive commissions, and one principal operates a separate CPA practice. The firm also describes its dual‑custodian arrangement (Fidelity for most accounts, Interactive Brokers for the Alpha+ strategy), calls out conflicts tied to margin use and insurance commissions and indicates the use of hypothetical or model performance in marketing materials, with these arrangements and related disclosures documented in the brochure.
To learn more about the advisors currently working at Spectrum Strategic Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corvallis, OR
| 28
| |
Corvallis, OR
| 25
| |
Corvallis, OR
| 2
|
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