September_October_2014 - page 9

SM
Spectrum Investment Advisors, Inc.
specializes in monitoring and communicating investments
to plan sponsors, participants, and individual investors.
Retirement Plan Sponsor Services:
- 401(k) Fund Monitoring Scorecard™
- Investment policy statements
- Plan provider selection
Retirement Plan Participant Services:
- Spectrum Investor® Model Portfolios
- Group presentations
- One-on-one educational meetings
Individual Wealth Management:
- Spectrum Investor® Model Portfolios
- Single statement asset consolidation
- Open architecture - fee based asset management
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice through Spectrum Investment Advisors, Inc. a registered investment
adviser and a separate entity from LPL Financial.
To learn more about our services and team, please visit:
800-242-4735 262-238-4010
Colors
Simplify
Investing
®
Congratulations to the CBW on its
successful 33
rd
Annual CBW
Management Conference and Expo.
SM
Spectrum Investment Advisors, Inc.
specializes in monitoring and communicating investments
to plan sponsors, participants, and individual investors.
Retirement Plan Sponsor Services:
- 401(k) Fund Monitoring Scorecard™
- Investment policy statements
- Plan provider selection
Retirement Plan Participant Services:
- Spectrum Investor® Model Portfolios
- Group presentations
- One-on-one educational meetings
Individual Wealth Management:
- Spectrum Investor® Model Portfolios
- Single statement asset consolidation
- Open architecture - fee based asset management
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice through Spectrum Investment Advisors, Inc. a registered investment
adviser and a separat entity from LPL Financial.
To learn more about our services and team, please visit:
800-242-4735 262-238-4010
Colors
Simplify
Investing
®
Congratulations to the CBW on its
successful 33
rd
Annual CB
anage ent Conference and Expo.
September/October 2014
Wisconsin Community Banker
9
1,2,3,4,5,6,7,8 10,11,12,13,14,15,16,17,18,19,...48
Powered by FlippingBook