Spectrum Financial, Inc.
Investment ManagementVirginia, United States2-10 Employees
Spectrum Financial, Inc. is a Virginia Beach, Virginia-based investment management firm founded in 1986 by Ralph Doudera. The aim is to generate returns that outperform a buy-and-hold strategy across an entire market cycle while protecting purchasing power and ensuring liquidity. The firm offers separately managed accounts for a broad range of clients, including individuals, IRAs, corporate retirement plans, foundations and endowments, through actively managed strategies, and it provides model portfolio signals that trigger buy and sell orders on the Envestnet trading platform. It also works with Advisors Preferred to provide sub-advisory services to The Spectrum Funds, including the Spectrum Low Volatility Fund and the Spectrum Advisors Preferred Fund, with the aim of delivering results that exceed non-active benchmarks within their asset classes. The firm emphasizes ongoing research to refine its strategies and focuses on avoiding losses in down markets while participating in up markets. In 2021, the Spectrum Advisors Preferred Fund (SAPEX) was recognized with a Refinitiv Lipper Award USA 2021 for best Absolute Return Fund over three and five years.
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