VisionMaxx

Investing with a vision provides Spectrum Financial with guidelines to know if we are on course and when we are successful. Equally important, it tells us when we have drifted off our bearing and need to correct.

VISIONMAXX provides the Spectrum investment team with our mission, goals, values and guiding strategic approach.

The VISIONMAXX strategic approach to investing is based on the principles that:

    • Preserving principal and gains by limiting losses is crucial. There will always be opportunities for growth, if you retain capital.

    • Managing risk in a portfolio requires monitoring market conditions on a daily basis through a series of broad, intermediate and short-term technical indicators; analyzing the resulting information on the basis of more than 70+ years of investment experience, and rebalancing when necessary to adapt client portfolios to current market conditions.

    • A well-managed portfolio includes diversification of investment strategies as well as asset diversification.

	AssetMAXX Program
	SecurityMAXX Program

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

Mission: To assist clients in building financial security to free them to focus on their personal objectives.

Goals: First and foremost to preserve principal and gains by limiting losses. There will always be opportunities for growth if the investor preserves capital. Spectrum seeks to provide clients with steady growth in their accounts after the impact of inflation and taxes.

Values: We encourage financial stewardship whereby wealth is not only created but also used to improve lives of others around the world.

Strategies: Spectrum Financial manages client assets by daily monitoring market conditions through a series of broad, intermediate and short-term technical indicators; analyzing the resulting information on the basis of more than 70+ years of investment experience, and rebalancing and adapting client portfolios to current market conditions.