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Spectra Investment Management

EST. AUM
$243,712,584

CONTACTS

CLIENT ACCOUNTS
125

Firm Details

Metro area West Palm Beach
CRD Number 288145
Website spectrainvestment.com
Client types

Overview

Spectra Investment Management, LLC is an independent, 100% partner-owned, SEC-registered investment advisor founded in 2017 and headquartered in Stuart, Florida, with an additional office in West Palm Beach. The firm is led by Founding Principal and Portfolio Manager Scott A. Roads and Principal Julia E. Zaino, who have worked together for over 20 years. Spectra serves entrepreneurial families with $5 million or more in investable assets, focusing on after-tax performance, capital preservation, and multigenerational wealth management. Principals invest their own capital alongside clients in the same strategies and vehicles they recommend.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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