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Financial Services

About Your Company

Founded in 1987, Spectrum Asset Management is a fee only independent Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). Based in Newport Beach, CA with an office in Maui, the firm provides financial planning, acts as a Fiduciary and manages portfolios on a discretionary basis over $500 million in client accounts held in custody by independent custodians, such as Charles Schwab, TD Ameritrade & Comerica. Spectrum is a second-generation family business that places tremendous value on integrity & “The Spectrum Way”.





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Preferred Fonts
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There will copy and .tiff or .jpg illustrations and photos. There is a copy of our existing newsletter (which we do not want to emmulate) for the general type of information/copy/photos which will be inserted each quarter. The back page with the "personal" updates on Spectrum employees needs to be included in the newsletter. This is an important aspect of our newsletter we would like to keep.

Top 3 Things

Expert Knowledge & Strength, Professionalism and Contemporary Sophistication


We would like it to project professionalism and conservatism with a fresh contemporary flare. Nothing whimsical or playful. Our company manages people's hard earned money and there is nothing comical about our industry. That being said we don't want our newsletter to look boring, lack visual interest.

Additional Info

Needs to be done in InDesign, as we will be editing the content each quarter in InDesign. I will attach our current newsletter, an in-house attempt at updating our look and a few newsletter looks we definitely don't want. Please use your creativity - that's why we are using you, so I don't want to stifle that with too many "looks we want" files. Company RGB colors are 0-45-115 We don't want the use of color to look like a rainbow exploded on the page, but use of the company RGB color, shades of that color and complimentary colors are fine.


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