Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc. is an independent investment advisory and asset management firm headquartered in Mequon, Wisconsin. Founded in 1995, it employs around 22-24 employees and serves a range of clients including high net worth individuals, pension and profit sharing plans, and businesses. The firm specializes in providing fiduciary advice, focusing on client education, investment oversight, and personalized solutions for retirement plans and individual portfolios.
Investment Strategy
Spectrum Investment Advisors, Inc. pursues a client-centric advisory approach with an emphasis on fiduciary responsibility, education, and support. Its investment strategy is built around helping clients achieve long-term financial goals through tailored asset allocation and risk management. The firm works primarily with retirement accounts and manages investments through a mix of defensive and aggressive funds, adjusting portfolios to participate in rising markets while seeking to minimize downside risk.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 15.42% | $26.6M | 627,820 | $33.96 | $42.36 | +$3.4M |
F FELG | FIDELITY COVINGTON TRUST | 14.83% | $25.6M | 690,417 | $26.73 | $37.03 | +$4.7M |
V VOO | VANGUARD INDEX FDS | 11.90% | $20.5M | 36,120 | $440.86 | $568.03 | +$2.5M |
D DFAI | DIMENSIONAL ETF TRUST | 11.04% | $19.0M | 550,740 | $29.13 | $34.57 | +$2.1M |
I IXUS | ISHARES TR | 9.12% | $15.7M | 203,411 | $65.95 | $77.31 | +$1.9M |