


Spectrum Financial
Investment Management • Virginia Beach, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 272 Bendix Rd, Ste. 600, Virginia Beach, Virginia 23452, US |
| Phone number | +18884637600 |
| Website | |
| NAICS | 5231 |
| Keywords | Customer Service, Mutual Fund, Actively Managed Accounts, Active Management, Avoiding Losses In Down Markets, Charity Contributions, High Yields, Separately Managed Accounts, Technical Analysis |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
Key Contact at Spectrum Financial
Ralph Doudera
Ceo
Spectrum Financial Email Formats
Spectrum Financial uses 4 email formats. The most common is {first initial} (e.g., j@investspectrum.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@investspectrum.com | 55.6% |
{first name}{last name} | johndoe@investspectrum.com | 22.2% |
{first initial}{last name} | jdoe@investspectrum.com | 22.2% |
About Spectrum Financial
Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc. (Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle and provide liquidity by preserving the purchasing power of the assets under management. Spectrum provides separately managed account portfolios for multiple types of investors and account types including individuals, IRAs, corporate pension, profitsharing, 401K, charitable institutions, foundations, endowments, and trusts through a variety of actively managed strategies. Spectrum has also entered into an agreement with Advisors Preferred (RIA) to provide sub-advisory services to The Spectrum Funds (Spectrum Low Volatility Fund and Spectrum Advisors Preferred Fund). The objective of these funds is to achieve consistent rates of return that are in excess of non-actively managed strategies within the asset category of the funds. Both individual and institutional share classes are available at a variety of custodians. In addition, Spectrum provides model portfolio investment signals which generate buy/sell orders for clients on the Envestnet trading platform. Spectrum strategies strive to avoid declining markets and to participate in rising markets. Spectrum is fully committed to investment research in order to perfect our strategies while listening to our clients. We invite you to transform the way you invest. For additional information and important disclosures, please go to http://investspectrum.com/disclosures.htm For additional information regarding The Spectrum Funds including prospectuses please visit http://www.thespectrumfunds.com/
Spectrum Financial revenue & valuation
| Annual revenue | $8,396,879 |
| Revenue per employee | $933,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $26,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Spectrum Financial has 7 employees across 6 departments.
Departments
Number of employees
Funding Data
Spectrum Financial has never raised funding before.
Spectrum Financial Tech Stack
Discover the technologies and tools that power Spectrum Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Operating systems
Maps
CDN
JavaScript libraries
JavaScript libraries
Authentication
Analytics
UI frameworks
Frequently asked questions
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