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Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area.
Trilogy Global Advisors is a New York, NY-based company in the Financial Services sector.
Brumley International Group is a Englewood, CO-based company in the Financial Services sector.
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.
Compass Point Research & Trading, LLC is a premier independent, full service investment firm focused exclusively on the financial services sector.