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Spectrum Active Management Programs

Spectrum Financial's traditional investment approach SecurityMAXXSM applies active management strategies to mutual funds - providing clients with an opportunistic risk management strategy that actively seeks the best times to be invested in equities or bonds and to avoid declining markets. The funds provide experienced stock selection skills, diversification and minimal cost to change positions quickly into the safety of a cash position; Spectrum strives to take advantage of opportunities in market segments, and protect investors from market declines and preserve capital.

Spectrum Financial offers all the advantages of our traditional investment strategies in a flexible, cost-effective approach that can be tailored to your investment objectives and risk tolerance — AssetMAXXSM. We invite you to find out more about our investment approaches and to become a Spectrum Financial client. You will appreciate the Spectrum difference when it comes to investment success and responsive client service.

AssetMAXX Program
SecurityMAXX Program
 

Spectrum Financial Inc.
2940 N. Lynnhaven Road | Suite 200 | Virginia Beach, Virginia 23452
Tel: 757-463-7600

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Behind Our Strategies

Spectrum Financial's investment strategies are based on trend following, momentum, relative strength and seasonal models.

Trend following strategies seek to identify changes in the market's direction soon after the change occurs through a series of technical indicators.

Momentum models seek to identify asset classes that are gaining appreciation faster than other segments of the market with the objective of investing in the fastest growing asset classes.

Relative strength strategies measure how an asset class has performed relative to the overall market and other asset classes.

Seasonal strategies are based on determining specific days of the week, intervals of the month and/or times of the year that are favorable to a rise in the financial markets or specific asset classes.

Regardless of how well an indicator or model has worked in the past, there will be periods of underperformance. This is why we maintain that a well managed portfolio should not only include asset diversification, but also diversification of investment strategies.