Manuel Rosado of Spectrum Investment Advisors Named to the 2018 Financial Times 401 Top Retirement Advisors
MEQUON, Wis., Sept. 28, 2018 /PRNewswire/ -- Spectrum Investment Advisors, located in Mequon, Wisconsin, is pleased to announce that Manuel Rosado, Vice President and Partner for the firm, has been named to The Financial Times (FT) 2018 list of 401 Top Retirement Advisors in the US. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans across the US. For more information about Manuel visit www.spectruminvestor.com.
The final FT 401 represents an impressive cohort of elite advisors: the "average" advisor in this year's FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisors hail from 38 states and Washington, D.C.
According to Jim Marshall, President of Spectrum Investment Advisors, "Manuel leads by example and is a team player. We have worked together for 15 years and are proud to have him on our team."
To be considered for the list, financial advisors were required to manage a minimum of $75 million in DC assets, with those assets accounting for at least 20% of assets under management. Qualified advisors completed a questionnaire and were scored on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisors who apply for the FT 401, which is produced independently in collaboration with Ignites Research. FT presents this as a list rather than a ranking, because each advisor takes a different approach to their practice.
About Spectrum Investment Advisors
Spectrum Investment Advisors was incorporated in 1995. Spectrum is a Registered Investment Adviser built on the premise that achieving one's financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit an investor's specific needs. Registration with the SEC does not imply a certain level of skill or training.
About the Financial Times
The Financial Times is one of the world's leading news organizations, recognized internationally for its authority, integrity and accuracy. More information about the Financial Times is available at www.ft.com.
SOURCE Spectrum Investment Advisors
Share this article