• About Us

    Spectrum Global International Clearing was formed in 2010 and our primary line of business revolves around settling trading accounts, clearing trades

    » Readmore
  • Client Services

    Client Service is paramount to the success of Spectrum Global International. We recognize customer satisfaction and retention and the development of longstanding relationships

    » Readmore

Wealth Management Services

The Spectrum Global International Wealth Management arm is primarily concerned with accumulating and preserving our clients wealth. We manage assets on a discretionary basis for both private and institutional clients.

Our highly experienced wealth managers and research analysts use sophisticated analytical tools to conduct global capital market and fund management research. We then turn global investment insights into an efficient portfolio, specifically tailored to your long or short-term objectives and level of risk tolerance.

Countless brokerages only provide a traditional business model, a growing trend has been the move away from commission-based fees and more toward fees based on the amount of assets under management.

Specialized investment advisory services that were once limited to high-net-worth individuals are now accessible to a mass audience. In addition, wealth managers are also providing portfolio management, performance analytics, asset allocation, and life planning (college/retirement/estate) as part of their overall wealth management services.

Spectrum Global International Clearing has the technology and investment solutions to support a variety of fee-based businesses including fee-based brokerage accounts, model portfolios, mutual fund wrap accounts, separately managed accounts, alternative investments, unified managed accounts and overlay portfolio management.

We offer a diverse range of financial solutions to suit the growing demands of today's savoir-faire investors. In order to open a wealth management account with Spectrum Global International you must have a minimum portfolio valuation of $500,000 USD, which is significantly lower than the minimum valuation needed to open an account with industry juggernauts.