Spectrum Investment Advisors Inc.

Spectrum Investment Group ShareholdersIn 1996, James Marshall founded Spectrum Investment Advisors Inc (Spectrum), a small business dedicated to assisting professional organizations and corporations in achieving their financial goals. As they’ve continued to grow, Spectrum realized a need for more space. Satisfying this need, Spectrum Investment Advisors Inc will be constructing a new facility in Mequon. Moving just 1.5 miles from their current location at 6329 West Mequon Road, Spectrum will set up shop at the SW Corner of Mequon Road and Industrial Drive. This new facility will increase the square footage utilization from 4,800 square feet to over 12,000.

With assistance from Business Lending Partners (BLP), a division of the Racine County Economic Development Corporation (RCEDC), Spectrum was able to receive financing through the U.S. Small Business Association (SBA) 504 loan program. Through the SBA 504 loan program, growing businesses, like Spectrum, can obtain financing options for real estate and equipment needs. Spectrum also received assistance from North Shore Bank and the City of Mequon’s revolving loan fund (RLF) program.

As a Registered Investment Advisor, Spectrum Investment Advisors Inc. specializes in assisting plan sponsors within professional organizations in monitoring and evaluating investments in retirement plans, while also helping the sponsors to select and monitor the investment options offered in their plan through the use of their 401(k) Fund Monitoring Scorecard.  Spectrum provides retirement consulting services that vary from what their competitors do. Using a patented communication process, Spectrum communicates investments through the use of colors, allowing participants to become educated and empowered in their investment options. Spectrum was selected as the 2015 Business of the Year by Mequon/Thiensville Chamber of Commerce.

James Marshall founded Spectrum and has since been the principal of the company. With over 40 years of experience in the retirement plan industry, he started Spectrum with the idea of using colors to simplify investing. His son Jonathan Marshall, too, works for Spectrum as a partner and the chief investment officer. Jonathan is working to take over his father’s position when James retires.  


SBA 504

April 2018

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