Investments

Our clients benefit from our experience and access to a variety of institutional quality traditional and alternative managers and strategies – including our proprietary tactical asset management programs and private offerings.  Spectrum provides direct investment and advisory services to early stage healthcare and technology companies.

Real Estate

We offer access to syndicated and private real estate strategies with targeted investment objectives for income and/or growth.  Seeking institutional quality DST or Opportunity Zone alternatives?  Call us for your 1031 exchange replacement solutions!

Insurance

We help minimize your risks by protecting your assets and passing more to your heirs through annuity and life insurance coverage and wealth maximization strategies.  Annuities may be an attractive alternative which provides security,  guaranteed income and the ability to “Retire in Confidence”.