Updates

Jun 27, 2019

Spectra Webinar: 2019 Midyear Insights

​Spectra Investment Management invites you to our 2019 Midyear Insights Webinar.  You will gain a practical understanding of  market cycles, opportunities and risks, portfolio positioning, and tax management.

Jan 16, 2019

The Investment Science Edge: Applying financial science to win an unfair game

From 4:00 to 6:30pm

 

The Elliott Museum
825 NE Ocean Blvd, Stuart, Florida 

 

Data science is a game changer in nearly every aspect of our life. So if you’re still depending on past performance, intuition, or advice from a manager who’s doing what everyone else is doing, you owe it to yourself and your family to think differently. 

 

Enjoy refreshments and the Elliot Museum following the presentation.

RSVP to 772-324-5640 or info@spectrainvestment.com. Space is limited.
 

Jan 10, 2018

Spectra Webinar: 2018 Insights: Looking Back, Looking Ahead

Spectra Investment Management invites you to our 2018 capital market review webinar.

Sep 30, 2018

3Q 2018 Update

Our latest quarterly update where we give our views on what happened in 3Q 2018. Subscribe to our updates to read this and future updates.

Aug 24, 2018

Research Paper: The Case for Value Stocks Today

In this paper, we present evidence that, despite recent growth stock performance, value stocks have outperformed both growth stocks and the S&P 500 over a credible period, and we investigate the key drivers of this phenomenon. We also demonstrate that the value stock performance premium is especially strong during periods of rising interest and inflation rates, which are key features of today’s market environment.

 

Given current market and economic conditions, it is our position that this outperformance is overdue and likely to persist. These results justify an intentional strategic allocation to value stocks for the foreseeble future.

Jun 30, 2018

2Q 2018 Update

Our latest quarterly update where we give our views on what happened in 2Q 2018. Subscribe to our updates to read this and future updates.

Jun 28, 2018

Spectra Webinar: 2018 Mid-Year Insights

Spectra Investment Management invites you to our 2018 Mid-Year Insights Webinar. Our team will discuss market dynamics, performance and our positioning for the second half of 2018 and beyond.

Mar 31, 2018

1Q 2018 Update

Our latest quarterly update where we give our views on what happened in 1Q 2018. Subscribe to our updates to read this and future updates.

Feb 05, 2018

Event Sponsorship: Boys and Girls Club 6th Annual Distingished Speaker Luncheon

Keynote Speaker: Howard Schultz, Executive Chairman, Starbucks

Date: Monday, February 5, 2018

Time: 12pm

Location: Sailfish Point Country Club

Feb 01, 2018

Event Sponsorship: Martin County Community Foundation presents acclaimed speaker Michael Verde

Michael will be speaking on the topic of Community Leadership. Michael is best know for his dedication to healing the emotional social isolation of elders living with dementia.

Jan 22, 2018

Scott A. Roads Appointed Chairman of Treasure Coast Hospice & Palliative Care

Scott A. Roads has been appointed Chairman of the Board of Directors of Treasure Coast Hospice & Palliative Care d/b/a Treasure Health.

Jan 20, 2018

In The News: TC Palm

Anthony G. Lanza and Spectra Investment Management mentioned in an article about the Boys and Girls Club of Martin County's 6th Annual Distinguished Speakers Luncheon. 

Jan 10, 2018

Spectra Webinar: 4Q 2017 Insights: Looking Back Looking Ahead

Spectra Investment Management invites you to our fourth quarter market review webinar. We will discuss market and strategy performance for the fourth quarter and also comment on 2017 more broadly. Additionally, we will discuss how we are positioned for 2018.

Dec 31, 2017

4Q 2017 Update

Our latest quarterly update where we give our views on what happened in 2017. Subscribe to our updates to read this and future updates.

Sep 30, 2017

3Q 2017 Update

Our latest quarterly update where we discuss risk complacency and a new hedge fund allocation. Subscribe to our updates to read this and future updates.

Aug 01, 2017

Scott A. Roads Presents at Expedia's 2017 South Florida Partner Forum

On Tuesday, August 15, 2017 Scott will share his views on macroeconomic trends impacting consumers and businesses.

Jun 30, 2017

2Q 2017 Update

Our 2Q 2017 Update, where we introduce our Quarterly Updates with a Special Introduction and discuss what happen in the quarter and how that can effect your investment portfolio. Subscribe to our updates to read this and future updates.

Jun 19, 2017

In The News: TC Palm

Scott A. Roads opening Spectra Investment Management highlighted in a community announcements article. 

Jun 14, 2017

In The News: TC Palm

Scott A. Roads noted as a speaker in an article about the Martin County Estate Planning Council's  2017 Estate Planning and Tax Seminar. 

May 19, 2017

Scott A. Roads Presents at Martin County Estate Planning Council Event

Scott to present his views on Capital Markets and Trends in Investment Management at the 34th Annual Estate and Tax Seminar.

May 05, 2017

Anthony G. Lanza Joins Spectra Investment Management, LLC

Spectra Investment Management, LLC an SEC-registered investment adviser, is pleased to announce that Anthony G. Lanza has joined as a Partner.

Apr 05, 2017

Spectra Investment Management, LLC Launches

Spectra Investment Management, an independently owned SEC-registered investment advisor, announces the launch of its investment management firm specializing in ultra-high net worth (UHNW) clients

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401 SE Osceola Street

Suite 202

Stuart, FL 34994

T. 772-324-5640

F. 772-261-2111

© 2018 by Spectra Investment Management, LLC. All rights reserved.