Spectrum Asset Management Inc

Spectrum Asset Management Inc

  • 450 Newport Center Dr
  • Newport Beach, California
  • 92660-7610

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Description

Previously, he headed Arbor Investment Management in Pasadena and was president of Lenox Capital Management of New York; and American General Capital Management of Houston. He has been a credentialed instructor in the California College system for over 30 years, and is the author of several published articles on investment and finance.

With over 25 years experience as a financial professional, Mike joined Spectrum in 2013 as an Executive Vice President. His responsibilities include financial planning, investment counseling and working with clients to safeguard their financial future.

Spectrum Asset Management, Inc. is a second-generation family business that places tremendous values on honesty and candor. We're not afraid to speak up if we believe a particular decision seems out of context. An underlying philosophy of family flows through our company and drives the process we use to make decisions. Our stimulus to act in our clients' best interest is driven by a moral compass that is woven into the fabric and intellect of every member of our team.

Marilyn Clyburn is our Portfolio Administrator. She has worked with Spectrum since its founding in 1987 and with “Kelly” Kelly at his predecessor firm. Marilyn’s duties include portfolio administration, trading, portfolio reconciliation, client money transfers, client reporting and general client needs. Her long history in the industry brings a wealth of experience and knowledge to each client interaction.

Fact sheet

Number of employees
5-9

Company contacts

  • Ryan Kelly
  • President

Products & services

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