In a world where many claim to listen, often many fail to understand. That’s why Manuel Rosado, president and partner of Spectrum Investment Advisors, Inc., strives to engage at every level and understand the real wants and needs of those he advises. It’s why he firmly believes in the mission of the company where he has worked for 18 years.
As an independent registered investment advisory firm, Spectrum Investment Advisors focuses on individual wealth management and corporate retirement plans. The company’s approach is collaborative and personal with advice based on understanding the person, not just his or her situation.
“The reason Manuel does what he does is to offer clients a valuable perspective in making wise choices,” said his staff. “He knows that good decisions are based on solid information and that too often that can be lost in an overload of complex data.”
Under his leadership, the team has built a patented process to communicate investment using the simplicity of colors. “Manuel recognizes that every individual is delightfully different,” said his staff. “From life goals to family dynamics, there’s a lot to understand when building a path to long-term happiness and security.”
In addition, Rosado is passionate for making a difference when it comes to planning for retirement. “He wants to make a difference in the lives of everyday working Americans by helping companies manage their workplace retirement program,” said his staff. “He knows that employees who are stressed about finances often bring their worries to work, and this can impact company culture and interfere with focus and productivity.”
To this end, Rosado has created and launched GuideSteps, an exclusive financial wellness program that provides a guided approach to help employees take control of their financial future.
His efforts have led to several accolades, including recognition as a 2023 PLANADVISER Top Retirement Plan Adviser. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. Under his leadership, the firm has been named as a Future 50 by the Metropolitan Milwaukee Association of Commerce and Milwaukee’s Best and Brightest Companies to Work.
“I feel dedication, even to a fault, to my company,” said Rosado. “By approaching daily work with energy and enthusiasm, I strive to make a positive impact in people’s lives. I take our business personally and build relationships founded on trust, understanding and a steady, long-term vision.”
These strides and successes have landed Rosado into the role of a Titan 100.
