Spectrum Asset Management, Inc.

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, we are one of the oldest and most established independent investment advisors 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 large