Jeffrey GriggsCRD Number: 6166397
Current Firm: Spectrum Strategic Capital Management, LLC
Compensation Model: Fee Only
Jeff is the portfolio manager for SSCM. He is responsible for developing and maintaining capital market and macroeconomic forecasts, model portfolios, and strategic allocations. Jeff is in charge of portfolio rebalance implementation, which includes fixed income/equity trades and allocations. As a member of the Investment Committee, Jeff is responsible for security analysis and selection. He is also the author of our firm’s quarterly newsletter.
While earning his Bachelor of Science Degree in Finance from Oregon State University, Jeff was actively involved in the Oregon State Investment Group, serving as Financial Sector leader and earning the Analyst of the Year designation. He is a Chartered Financial Analyst® (CFA) and a member of the CFA Institute and CFA Society of Portland.
Outside of work Jeff enjoys golfing, fishing and Beaver football.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Spectrum Strategic Capital Management, LLC||Corvallis, OR||Sep 2011 - Current||6|
|Unemployed||Lake Oswego, OR||Jun 2011 - Sep 2011||< 1|
|Oregon State University||Corvallis, OR||Sep 2007 - Jun 2011||3|
|Unemployed||Lake Oswego, OR||Jun 2007 - Sep 2007||< 1|
|Student||Lake Oswego, OR||Jan 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management138MILLIONS
Total Number of Accounts558ACCOUNTS
Average Account Value$247,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA
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