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Spectrum Investment Advisors Named to List of Nation's Top DC Advisor Teams

Spectrum Investment Advisors Named to List of Nation's Top DC Advisor Teams

Spectrum 投資顧問入選全美頂級華盛頓特區顧問團隊名單
PR Newswire ·  04/23 23:02

ARLINGTON, Va., April 23, 2024 /PRNewswire/ -- Spectrum Investment Advisors has been named to the National Association of Plan Advisors' (NAPA) list of the nation's top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100 Million.

弗吉尼亞州阿靈頓,2024年4月23日 /PRNewswire/ — Spectrum Investment Advisors已入選全國計劃顧問協會(NAPA)的全美最高固定捐款(DC)顧問團隊名單,其諮詢資產至少爲1億美元。

"We are thrilled to be recognized." – Manuel Rosado, President of Spectrum Investment Advisors.

“我們很高興獲得認可。” — Spectrum Investment Advisors總裁曼努埃爾·羅薩多。

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. Spectrum paid an application fee.

與其他清單不同,它側重於個別公司,或者在電匯環境中可能被稱爲團隊或辦公室的公司,以及與其固定繳款(DC)業務相關的諮詢資產,特別是在單一物理地點。Spectrum 支付了申請費。

"Since their inception, NAPA's various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically," said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation's leading online resource for retirement plan advisors. "The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they're making on the nation's private retirement system."

美國退休協會首席內容官、美國領先的退休計劃顧問在線資源Napa-Net的主編約翰·沙利文說:“自成立以來,NAPA的各種行業清單代表了退休計劃行業所能提供的最好的產品,特別是爲金融專業人士和計劃顧問設定了更高的門檻。”“NAPA頂級華盛頓特區顧問團隊是根據自我報告的受建議的華盛頓特區資產進行排名的,重點介紹了他們對美國私人退休體系的積極影響。”

This year's list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year's teams represented 43 states and the District of Columbia.

今年的清單中有創紀錄的團隊數量(452個),他們監管着近2萬億美元的固定繳款計劃資產,這些資產屬於47,000多個計劃,涵蓋近2100萬名參與者。今年的團隊代表了43個州和哥倫比亞特區。

Sullivan added, "As the nation's voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams."

沙利文補充說:“作爲美國退休計劃顧問的代言人,我們再次很高興強調這些團隊的貢獻和承諾。”

About the National Association of Plan Advisors

關於全國計劃顧問協會

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

全國計劃顧問協會由退休計劃顧問創建,專爲退休計劃顧問創建。支持計劃顧問利益的其他退休行業專業人士也可成爲會員。NAPA是唯一一個專門關注退休計劃顧問所關心問題的倡導組織。NAPA是美國退休協會的一部分,總部設在華盛頓特區。有關 NAPA 的更多信息,請訪問 napa-net.org。

About Spectrum Investment Advisors

關於頻譜投資顧問

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. For more information about Spectrum visit their website at . Registration with the SEC does not imply a certain level of skill or training.

Spectrum 投資顧問公司成立於 1995 年。Spectrum是一家註冊投資顧問,其前提是實現個人財務目標取決於獨立的財務建議、及時的研究以及獲得最適合投資者特定需求的投資和服務的便捷途徑。有關Spectrum的更多信息,請訪問他們的網站,網址爲。向美國證券交易委員會註冊並不意味着一定水平的技能或培訓。

SOURCE Spectrum Investment Advisors

來源:頻譜投資顧問

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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