HOW DO I INVEST TODAY?
There are two ways to access our services.
FULL SERVICE OFFERING
You can access our investment services the traditional way by giving us a call or emailing us to schedule a phone call appointment.
THE FULL SERVICE OFFERING INCLUDES:
- Access to all of our SECURITYMAXXSM strategies used to customize your portfolio
- The ability to mix both ASSETMAXXSM products with SECURITYMAXXSM products for broader, more diversified exposure
- Direct access to our client service team for all investment needs
- Annual and Bi-Annual reporting of your portfolio
- Preparation of reports, including dividend reports to aid in tax preparation
AssetMaxxGOSM is Spectrum's automated active management solution.
Here's how it works:
- Fill out our portfolio development tool online
- Our technology computes the best mix of mutual funds for you and shows you your allocation based on your risk assessment and the answers you provided.
- Then onboard your account, all with the touch of a button.
Not sure what fits your needs? Please call our office and we can guide you.
TRANSFORMING THE way YOU INVEST
272 Bendix Road, Ste. 600 Virginia Beach, VA 23452
Hours: Monday - Friday 8am-4pm EST
For any general inquiries, please fill in the following contact form: