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.
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
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
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
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 |
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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. ...
Unlock Full Investment Process Description
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. ...
Unlock Full Investment Process Description
SPECTRUM ADVISORY Portfolio Concentration
SPECTRUM ADVISORY Location
1050 CROWN POINTE PARKWAY
SUITE 750
ATLANTA, Georgia
UNITED STATES, 30338
SUITE 750
ATLANTA, Georgia
UNITED STATES, 30338
SPECTRUM ADVISORY Contact Information
Phone Number: 770-393-8725
Fax Number: 770-393-8223
Website: http://www.spectrumadvisory.com
Fax Number: 770-393-8223
Website: http://www.spectrumadvisory.com
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