Advisors at this firm
Greg B
CFP®, CFA®, Series 63, Series 66
Corvallis, OR
Spectrum Strategic Capital Management, LLC
Greg Bachman is a CFP® and CFA® with 28 years of industry experience. He is currently with Spectrum Strategic Capital Management, LLC in Corvallis, OR, where he has worked since 2016. Prior to this, he was associated with Purshe Kaplan Sterling Investments and also has involvement with Spectrum Insurance Services, LLC. Outside of his advisory role, Bachman serves as a volunteer board member and finance committee member for Lumina Hospice and PalliativeCare. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, and small institutions by providing financial planning, portfolio construction, and discretionary investment management. The firm uses an IPS-driven investment process combining long-term allocation models with a variety of strategies, including ETFs, mutual funds, individual securities, and tactical tools.
Carolyn P
Series 63, Series 65
Lake Oswego, OR
Spectrum Strategic Capital Management, LLC
Carolyn Pentland is a financial advisor at Spectrum Strategic Capital Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Spectrum since 2015. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, and small institutions by providing financial planning, portfolio construction, and discretionary investment management. The firm employs an IPS-driven investment process that incorporates long-term allocation models alongside strategies using ETFs, mutual funds, individual securities, and tactical tools such as options and short sales.
Benjamin M
Series 66
Corvallis, OR
Spectrum Strategic Capital Management, LLC
Benjamin Meeker is a financial advisor at Spectrum Strategic Capital Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Spectrum since 2008, joining its current iteration in 2021. Outside of his advisory role, Meeker is the sole owner of a public accounting practice, Scott Meeker CPA PC, where he spends a significant portion of his time. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, and small institutions by providing financial planning, portfolio construction, and discretionary investment management. The firm follows an IPS-driven investment process that includes a variety of strategies such as ETFs, mutual funds, individual securities, and tactical tools, and offers a distinctive unconstrained long/short strategy alongside its accounting and insurance affiliations.
Aaron R
Series 65
Corvallis, OR
Spectrum Strategic Capital Management, LLC
Aaron Rivers is a financial advisor at Spectrum Strategic Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stover, Neyhart, Yee & Co. from 2022 to 2024. Spectrum serves individual and high-net-worth clients, retirement plans, and small institutions by providing financial planning, portfolio construction, and discretionary investment management. The firm employs an IPS-driven investment process combining long-term allocation models with various strategies, including ETFs, mutual funds, individual securities, and tactical tools such as options and short sales.
Nichols C
Series 66
Corvallis, OR
Spectrum Strategic Capital Management, LLC
Nichols Cutting is a financial advisor with Spectrum Strategic Capital Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Spectrum since 2008 and also operates Nichols M Cutting CPA, providing tax services. Outside of advising, Cutting serves as a board member for the Cerro Gordo Land Conservancy and Cerro Gordo Stewardship, both nonprofit organizations focused on land conservation and development. Spectrum Strategic Capital Management serves individual and high-net-worth clients, retirement plans, and small institutions with financial planning, portfolio construction, and discretionary investment management. The firm employs an IPS-driven investment process that includes long-term allocation models and tactical strategies using ETFs, mutual funds, individual securities, and derivatives.