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There’s never been a better
time for your friends and family to “Make the Move”
Our firm welcomes client
referrals and with a special limited-time offer from Charles
Schwab & Co., Inc. (“Schwab”), your friends and family can
make the transition to our firm seamlessly and
cost-effectively. Schwab is helping reduce the cost of
transferring assets to our firm’s management by reimbursing
transfer fees and waiving commissions on electronic equity
trades through June 30, 2010 for new-to-Schwab clients who
open an account by December 31, 2009. We can apply the
commission-free electronic equity trades to invest cash or
more economically rebalance the portfolio if needed.
If you know of someone who may
benefit from our firm’s services, please have them give us a
call at 770-393-8725.
Schwab Advisor Services
(formerly Schwab Institutional) is a business segment of The
Charles Schwab Corporation serving independent investment
advisors and includes the custody, trading and support
services of Charles Schwab & Co., Inc. (“Schwab”).
Independent investment advisors are not owned, affiliated
with or supervised by Schwab.
Please note: President Marc
Heilweil posted an "Open Letter to Spectrum Advisory Services
Clients" on January 22, 2008. To read the letter in .pdf
format, please click
here. Additional past market commentary from Mr.
Heilweil can be viewed on our
Commentary page.
Spectrum Advisory Services, an
independent private investment advisory firm, is a company based
on old-fashioned business values. They help clients face the
challenges of change that occur during a lifetime, with the
highest quality individualized portfolio management and client
service. The professionals and staff are a close-knit team
dedicated to serving the full spectrum of clients' needs. The
development of long term relationships with clients is of prime
importance and, as such, they are highly responsive to each
individual's needs. The staff is there to serve clients today,
and in the future.
Spectrum Advisory Services is located in the capital of the New
South, Atlanta, Georgia. This company is successor to a firm
founded in 1977. Founder, Marc Heilweil, has over 30 years
of experience managing money for others. If you would like to
find out more about Spectrum Advisory Services, simply click on
The Firm Profile.
The staff of Spectrum Advisory
Services hopes you find this site useful, and will visit it
often.
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| Spectrum Advisory Services
serves high net worth individuals, ERISA plans,
foundations and trusts. It has achieved long-term
results for clients utilizing a disciplined,
conservative value strategy that emphasizes basic
investment value, as well as protection against
inflation through careful portfolio diversification.
Would you like a highly respected investment firm to
work directly for you? Would you like someone to manage
your investments to meet your specific needs, goals, and
dreams? If so, learn how Spectrum Advisory Services
could benefit you, by simply clicking on The Private
Client Group. |
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