I look forward to speaking with you, please select the best meeting type:
In- Person Spectrum Client Meeting
If you are a current client of Spectrum Financial and would like to come into our offices and meet to discuss your portfolio, please select this meeting type.
This meeting type is perfect for a financial professional that needs a 30 minute update, or has a specific question regarding one of our sub-advised mutual funds.
We will take approximately 1 hour to discuss your indepth questions regarding one or more of our sub-advised mutual funds as you move through your due diligence process to potentially onboard our funds to your client portfolios.