Spectrum Asset Management, Inc. Selected as One of The Leading Wealth Managers of Southern California
Spectrum Asset Management, Inc., an independent fee only S.E.C. Registered Investment Advisor, has been selected by Goldline Research as a leading Wealth Manager in the Southern California region.
Newport Beach, CA (PRWEB) June 21, 2009 -- Spectrum Asset Management, Inc., a leading provider of Wealth Management services, today announced that it has been selected by Goldline Research as one of leading Wealth Managers of Southern California for 2009. The list of leading Wealth Managers of Southern California is scheduled to be published in the June 22nd issue of Forbes.
"It is an honor to be recognized for doing what you love." said Ryan Kelly, CEO of Spectrum Asset Management, Inc. "At Spectrum, we pride ourselves on putting our clients long-term personal goals and desires at the forefront of every decision that we make."
Those selected provide extensive client service that exceeds the industry standard," said George Shaeffer, Analyst, Goldline Research. "We believe that they are setting the benchmarks for the industry as a whole."
More than 2,100 Securities and Exchange Commission registered investment advisors and more than 5,100 individuals holding a Certified Financial Planner (CFP®) designation were identified in the region during the research, which was completed in May 2009.
About Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. (www.myspectrum.com) is an independent fee only S.E.C. Registered Investment Advisor with over $300 million under management. Spectrum assists successful individuals and families achieve and maintain financial well-being by developing a clear Values Filter™ through which wealth and portfolio decisions can be made with confidence.
About Goldline Research
Goldline Research (www.goldlineresearch.com) is an independent market research firm that specializes in evaluating professional services providers to help consumers identify and select leading services firms. Goldline Research's proprietary research process includes market analysis, individual company interviews and, in many industries, interviews with consumers of those services to gain feedback on market conditions and provider service levels. Goldline Research's lists have been published in leading publications including local, regional and national magazines.
Additional Media Inquiries
For more information on Spectrum Asset Management Inc., contact Megan McElwee at 310.270.7096. For more information on Goldline Research, contact Victoria Coryelle at 415.892.9400.
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