Built For Families Who Chart Their Own Course
Spectra Investment Management, LLC is an independent, 100% partner-owned registered investment advisor. We are a boutique investment practice that serves like-minded and personally compatible families with $5 million or more in investable assets.
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We invest in what is real and durable – dividend-growth stocks, diversifying strategies, high-quality bonds, and hard assets.
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Our clients choose us for disciplined investing, thoughtful planning, and the clarity we bring to both. We believe clarity allows families to focus on what matters most.
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To have a conversation, call our founder Scott Roads.
100%
Employee Owned
2017
Year Founded
20+
Years Principals
Working Together
Locations
Stuart & West Palm Beach
WHO WE SERVE
Shared Values, Lasting Partnerships
We work with entrepreneurial families who value substance over flash and evidence over hype. They seek after-tax performance, a track record of implementation, and strategies built to withstand the test of time.
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Our clients value knowing their team is led by Spectra’s Founder and Principal, who have worked side-by-side for more than 20 years. They take confidence knowing that principals invest their portfolios right alongside theirs—in the same strategies and vehicles we recommend.
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Because our approach is relationship-driven, we get to know the whole family and understand the challenges and what matters most across generations.
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If this resonates with you, we welcome a conversation.
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APPROACH
Preserve First.
Compound Always.
Our approach is built on what endures: preserving capital and compounding growth. This discipline leads us to dividend-growth stocks, value investing, diversified strategies, and safety-first planning. As owner-managers, we invest our capital alongside our clients—sharing the same course, conviction, and outcome as our clients.
Dividend Growth Stocks
Value Investing
Diversifying Assets
Hard Assets
Safety First Planning
OUR TEAM
The Crew Steering
Your Course
Spectra Investments is an independent, SEC-registered investment advisor. Scott A. Roads and Julia E. Zaino have worked together for over twenty years and own 100% of this investment advisory practice.
FOUNDING PRINCIPAL
& PORTFOLIO MANAGER
Value investor, independent forever, no fads, father of three, husband of one, mediocre golfer, hiker, retired sailor.
PRINCIPAL
Rule follower, wife of one, mom of two, happy camper, boater, traveler, and dog lover.
ANALYST
A walking book, works out, coding, owns a fishing pole, and has taken many golf lessons.
SPECTRA JOURNAL
Insights from the Helm
The Spectra Journal is our occasionally published letter for like-minded investors, clients, and friends in the community. Since 2017, we have shared ideas from our proprietary research along with work from other firms we admire—opening a window into how we think about capital, risk, and opportunity. We hope you find it both informative and entertaining, with just enough personality to make the serious business of investing a good read.
Click on each to read.
CONTACT
SPECTRA
401 S.E. Osceola Street
Suite 202
Stuart, FL 34994
(772) 324-5640
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501 Palm Street
Suite B-6
West Palm Beach, FL 33401
(561) 623-8305
'tis the set of the sails and not the gales that tells the way we go'
- Ella Wheeler Wilcox
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