"Account Access"

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.


services services

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








Screens

AssetMaxxGOSM

AssetMaxxGOSM is Spectrum's automated active management solution.




Here's how it works:

  1. Fill out our portfolio development tool online
  2. 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.
  3. 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.

FAQ

FAQ


TRANSFORMING THE way YOU INVEST

CONTACT
SPECTRUM
FINANCIAL

OUR ADDRESS


2940 N. Lynnhaven Road, Suite 200 Virginia Beach, VA 23452
Email: info@InvestSpectrum.com
Tel: 888-463-7600
Hours: Monday - Friday 9am-5pm EST

For any general inquiries, please fill in the following contact form:


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