Spectrum Investment Advisors Inc.


Spectrum Investment Group Shareholders

For over twenty years Spectrum Investment Advisors Inc. has provided investment services for various individuals and corporations. Recent and future growth means Spectrum needs more workspace, and they have recently decided to expand their current location to fit that need. The plans will add a second floor and patio of 1,750 square feet and create access to existing unusable space of 1,200 square feet, which will allow for up to twenty new employees.

 

The expansion is possible because of help from BLP securing a U.S. Small Business Administration (SBA) 504 loan - a program designed to help businesses like Spectrum with financing for real estate and equipment needs. Additional funding was provided by Citizens Bank.

 

James Marshall founded Spectrum has led the company ever since. His extensive experience in the retirement plan industry inspireda color coding system to explain investments. Marshall is the majority owner, but Spectrum also has various other owners who are also employees.  

 

 

 

SBA 504

September 2018

25-Year Fixed Rate:

5.290%

20-Year Fixed Rate:

5.250%

10-Year Fixed Rate:

5.252%