Spectrum Asset Management

Investment ManagementUnited States11-50 Employees

At Spectrum Asset Management, we are passionate about aligning our clients’ Wealth with their Vision, Values, and Goals. This gives them the clarity, confidence, and freedom to make wise decisions about their wealth. We are known for our candor and honesty. We like to delve into questions such as: What’s important about money to You? What do you want to have happen personally and professionally to be happy with your progress? What specific milestones are important to you in the future? The answers to these questions act as a compass, or “Values Filter”, for our wealth management services, which include all aspects of financial planning and portfolio management. 

Founded in 1987, Spectrum Asset Management has decades of experience serving clients in Orange County, California. Both our team and our operational design support a genuine culture of client service. We provide the human interaction you would expect from a small private practice along with the predictability of a larger advisory firm. Client assets are held in custody at Charles Schwab & Co.,   Comerica, and US Bank among others.

Disclosure: “Followers” and “Likes” should not be interpreted as an endorsement or a positive reflection of Spectrum Asset Management, Inc.’s investment advisory services. Visitors should refrain from posting testimonials about their experiences, as such statements may not represent the experience of all clients. Any testimonials or endorsements that appear may be from clients, but no compensation was provided for them.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Information presented here is for informational purposes only and should not be relied upon without the advice of a registered or licensed investment professional.

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