Name | Title | Contact Details |
---|---|---|
Brian Davis |
Associate General Counsel | Profile |
Brian Davis |
Associate General Counsel | Profile |
Steven Sun |
Associate General Counsel | Profile |
Dana Williamson |
Associate General Counsel - North America | Profile |
Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.
"Today, CFS manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of ""human touch"" and persistent communication with our credit union partners. We pride ourselves on delivering easy,"
Westmount Realty Capital, LLC is a private Dallas-based owner operator specializing in value-add, opportunistic and core plus investments. For over 35 years, our time-tested and relationship-driven approach to commercial real estate investment has generated superior returns and earned the trust of numerous U.S. and foreign institutional and private capital sources.
CIRI - An Alaska Native Corporation
The Business Backer was established in 2007 to provide an honest and transparent funding source to help small businesses get the capital they need to survive and thrive. We believe that by replacing distrust with trust, adding the customer story to the data, honoring the potential for transformation, and valuing relationships over automation, we are building a better way, where small business owners can trust the financing process and easily access the best solutions, from bank loans to alternatives, at the best price.