Spectrum Strategic Capital Management, LLC
Spectrum Strategic Capital Management, LLC (CRD# 138347) is a financial advisory firm headquartered in Corvallis, OR. They manage $209,758,570 in 728 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management210MILLION
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Total Number of Accounts728ACCOUNTS
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Average Account Value$288,130
- 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)
AZ, CA, IL, OR, TX, WA
Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Nichols Cutting (CRD# 4405054) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 22 years of experience in the finance industry.
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.
Benjamin Meeker (CRD# 4325697) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 23 years of experience in the finance industry.
Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 21 years of experience in the finance industry.