SPECTRUM ADVISORY Overview

Spectrum Advisory Services Inc is an investment advisor that manages 552.1 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 03/31/16. The fund's latest filing disclosed 255MM in positions, representing 46% of the manager's regulatory AUM.

SPECTRUM ADVISORY StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SPECTRUM ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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Wall Street Journal Logo
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SPECTRUM ADVISORY Founders and Key Employees

Name Title In Position Since
Marc Heilweil President November-1991
Mark C. Burton Chief Compliance Officer January-2015

SPECTRUM ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

SPECTRUM ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Security analyses used are fundamental analysis methods.

The main sources of information include individual internet research, financial newspapers, magazines and industry publications, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases. SEC files are often accessed through Edgar.

Spectrum bases investment decisions on fundamentals. Investment decisions are made generally about individual companies rather than industries or sectors of the economy. Investments are made with a long-term horizon. Such a strategy is particularly useful for taxable investors. Particular attention is paid to minimizing downside risk and portfolios normally carry a relatively low beta. Efforts are made to achieve superior prices on both the buy and sell. ...
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SPECTRUM ADVISORY Portfolio Concentration

SPECTRUM ADVISORY Location

1050 CROWN POINTE PARKWAY
SUITE 750
ATLANTA, Georgia
UNITED STATES, 30338

SPECTRUM ADVISORY Contact Information

Phone Number: 770-393-8725
Fax Number: 770-393-8223
Website:

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