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Spectrum Advisors -  Financial Planning

Spectrum Advisors

Investment Management Services

We strive to help our clients understand, evaluate and blend a combination of investments selected to align with their goals. The techniques and processes we use as we build and manage your portfolio of assets include, but are not limited to:

  • Dollar cost averaging, risk tolerance assessments and risk management
  • Portfolio evaluation, historical returns analysis and standard deviation
  • Manager evaluation, selection and monitoring
  • Non-traditional, non-market-correlated alternative investments

The challenge for every investor is to recognize that with the promised potential of higher returns comes the possibility of increased fluctuation in portfolio value. Within the framework of your financial plan, we work to maximize return while managing your tolerance for risk.



Mike Reppert offers securities through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd., Suite 150, Alpharetta, GA 30022, (678) 356-1100. Spectrum Advisors, Inc. is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

Donald Goerner offers securities through Purshe Kaplan Sterling Investments,
Member FINRA / SIPC; 18 Corporate Woods Blvd., Albany, NY 12211

Financial Planning and Investment Advisory Services offered through
Spectrum Advisors, Inc., 15301 Spectrum Dr., Suite 115, Addison, TX 75001

Spectrum Advisors is not an affiliate or subsidiary of Purshe Kaplan Sterling Investments
Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
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