"AssetMaxxGO"

AssetMaxxGOSM

Spectrum's Automated Active Management Solution.


Real people actively
managing your portfolio.

Adding value to your
investments on the GO

Screens

NEW TECHNOLOGY - SAME PHILOSOPHY

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Paperless Onboarding

AssetMaxxGOSM offers easy access to your portfolio online. Onboarding time can take less than 10 minutes.
Philosophy
Spectrum's Investment Philosophy

The AssetMaxxGOSM portfolio allocation models maintain Spectrum's objective of achieving consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle.
Analysis
Free Portfolio Analysis

AssetMaxxGOSM shows customized portfolios of actively managed mutual funds using graphs, tables and charts.
HOW IT WORKS

1

Tell us a little bit about yourself. Note: No account or payment information needed.

2

We can scan your accounts to see how they compare against the target allocation.
Note: If you do not have other accounts, we compare it against the S&P 500 Index.

3

When you are satisfied with your target asset allocation, AssetMaxxGOSM helps you open your account seamlessly!

Account Types Available through AssetMaxxGOSM: Individual, Joint, Traditional IRA and Roth IRA. If you have an account type not listed above and would like to open an account, please call our office so we can facilitate that for you.

THINGS TO CONSIDER

AssetMaxxGOSM is an automated investment allocation program that formulates a portfolio allocation based on your answers to a profile questionnaire. This is not a comprehensive financial plan. For more personalized, comprehensive advice regarding your unique circumstances, we have a dedicated Client Services Team that can be reached by clicking HERE.

Many profile questionnaires regarding investments will ask you about your time horizons regarding the particular amount of money you plan to invest. Your time horizon is the length of time you have to invest. If you plan to invest or withdraw money outside of the typical time horizons for your age class, you should contact our Client Services Team by clicking HERE.


Push Pin DID YOU KNOW?

You should always review any questionnaires or profiles that you have with any financial advisor or institution at least annually, and after any life event that may require changes to your financial goals.


Investing always involves risk. Your investment may gain or lose value, and will fluctuate over time. The projections and other information provided by AssetMaxxGOSM are hypothetical in nature and, where indicated, do not reflect actual investment results. There can be no absolute guarantee that our strategy, or any investment strategy, will generate a profit or prevent a loss. Past performance does not guarantee future results.

Despite many ways to mitigate risk, asset allocation and diversification do not eliminate the risk of losing money.

There are no absolute guarantees that AssetMaxxGOSM and/or the underlying mutual funds within the recommended portfolio will achieve its/their investment objective.



Push Pin DID YOU KNOW?

It is important to understand that investing requires discipline to allow the recommended allocation model to perform as designed.


AssetMaxxGOSM
vs.
Other Robo Advisors

Many of today’s electronic investment advisory platforms typically use lower cost products such as ETFs to design a portfolio fitted to a client’s needs, objective, and risk tolerance. Once the portfolio is allocated, the only change automatically done is reallocation trading to keep the portfolio in line with the model. This is a buy and hold approach to asset allocation.

A crippling disadvantage to buy and hold asset allocation, or rebalancing, is that your portfolio is exposed to severe market declines. In 2001, 2008, and 2011 markets plummeted and real value was erased in model buy and hold portfolios. This is real pain, money lost, regardless of your “time horizon”.


Push Pin DID YOU KNOW?

A 50% loss in value will require a 100% gain just to get back to “even”.



Why take the risk? Actively managed portfolios evaluate the levels of risks and take steps to reduce the volatility and in many cases side-step major downtrends. The diagram below illustrates that concept.

Active Management Multiplier

AssetMaxxGOSM offers internal active management
within the available Funds on the platform.

Two main benefits come into focus:
  1. Preservation of capital and readiness for the next opportunity
  2. Compounding is the process of earning interest on interest and dividends on dividends, over time. At first, your money grows relatively slowly, then at a more noticeable rate as compounding takes effect.
If you have any comments regarding your customized allocation, please contact our office or check out the FAQs

AssetMaxxGOSM

Signing up takes less than 10 minutes

Now take the next step to financial freedom


After signing up, you can...
  1. Tell us about yourself and your retirement goals.
  2. Get a free, online analysis of your investment portfolio.
  3. Open an account with AssetMaxxGOSM
SIGN UP NOW

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AssetMaxxGOSM FEATURES

Interactive and engaging portal.01
02Paperless and consumer-friendly process.
Account aggregation made simple.03
04Minimum account amount is $10,000.
Assistance is available by contacting our office.05
Our technology computes the best mix of 3 actively managed mutual funds for your allocation based on risk assessment and answers you provide.06
07Onboarding process takes less than 10 minutes.
The mix of 3 mutual funds in your allocation were designed and are managed by Spectrum's Investment Team and Hundredfold Advisors, LLC.08

AssetMaxxGOSM ADVANTAGES

AssetMaxxGOSM offers Spectrum Financial's and Hundredfold Advisors' boutique funds.01
02Internal active risk management within the funds.
Our investment team is constantly watching and evaluating financial markets.03
04The funds are internally managed on a daily basis.
AssetMaxxGOSM offers a hybrid communication and interactive model utilizing new technology while retaining the human touch.05
ACTIVELY MANAGED MUTUAL FUNDS
In AssetMaxxGOSM Portfolios

SFHYX

Hundredfold Select Alternative Fund – The Hundredfold Select Alternative Fund uses multiple diversified, uncorrelated trading strategies to manage risk and deliver returns. It is actively managed using a combination of equity and fixed-income securities based on market conditions and trends and the sub-adviser’s expectations and assessment of risks. (The term “Alternative” in the Fund’s name simply refers to the fact that the sub-adviser may choose from among many investment alternatives.) This Fund is managed by Hundredfold Advisors, LLC, acting as sub-adviser. For more information, please reference the Fund’s prospectus.

SVARX

Spectrum Low Volatility Fund - The Spectrum Low Volatility Fund was created to act as a solution for fixed income exposure in all market environments. The Fund’s objective is total return and lower downside volatility and risk through not only high yield, but other fixed income securities selected, and applies tactical strategies to the selection of each one. The Fund seeks to provide an actively managed investment which displays low volatility characteristics and generates returns that outperform its benchmark. For more information, please reference the Fund’s prospectus.

SAPEX

Spectrum Advisors Preferred Fund - The Spectrum Advisors Preferred Fund was created to be an actively managed equity fund that is a lower volatility solution for the marketplace. The Fund seeks to capture benchmark returns while limiting losses through the tactically managed equity exposure. Spectrum believes that this Fund is different than many other actively managed equity funds based on its blend of tactical and core trading strategies and its exposure to non-correlated investments meant to boost returns. For more information, please reference the Fund’s prospectus.



Morningstar
SVARX

SAPEX

Hundredfold


We are proud of the Morningstar ratings of these funds.
To see the most recent ratings and rankings please visit Morningstar.com


*© 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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