Info

Spectrem Group is an innovative consulting firm specializing in the affluent and retirement markets. We integrate fact-based insights from our market research with our practical expertise in building business, marketing and M&A strategies. We understand our client's business challenges because our knowledgeable, seasoned professionals have firsthand experience managing businesses in: Wealth Management Retirement Services Asset Management Mutual Funds Brokerage Insurance Banking Trust Spectrem Group client's utilize one of our individual services or our total solution approach. Through a collaborative process, we create and implement practical and profitable strategies that fit our client's cultures. Consulting to develop actionable strategies. We use a holistic approach to solve business challenges. Market Research to ensure informed decision-making. We help you understand your customers through custom and multi-client research. Acquisition & Divestiture to execute growth strategies or reposition businesses. Our industry expertise ensures maximum transaction value. Information to enhance our client's interaction with their customers through investor data and analysis.