Spector Funds - Specific, Theme Oriented Investment Funds

Spector™ Spotlight: What is a Spector™?

Research Spector Spotlight

What is a Spector™?

Welcome to the first edition of our Spector Spotlight. You are probably wondering, “What is a Spector™?”

Spectors ™ are Specific, Theme-Oriented Investments (SpecT-Or).  In a nutshell, they are investment models which try to capitalize on certain individual themes or trends by using individual stocks and low-cost ETFs. By owning the underlying holdings, we can achieve greater diversification, lower expenses and tax advantages. Spectors™ are for investors who are looking to get more out of their money than simply meeting a savings goal (we have Tempo™ Funds for that).

At DreamWork we want to put you in the driver’s seat whenever possible. We want you to capitalize on your ideas. We don’t sell products, so your happiness is all that matters to us. Too often, people are simply grouped into broad categories and all personalization is lost. We hope to do better than that, and one way is through our Spector™ offering.

Below is our current list of Spectors™. If you don’t see exactly what you are looking for, please let us know and we would be happy to discuss developing one for you.

Current list of Spectors:

Contact us for more information on any particular Spector™

To learn more about DreamWork Financial Group and our Fee-Only Wealth Management model, visit our website and schedule a meeting with our Chief Financial Strategist, Clint Kirby and be sure to sign up for our free monthly newsletter. Also, be sure to check out our archived newslettersbold predictions and other articles in our knowledge base.

Warm Regards,

Clint Kirby Chief Financial Strategist at DreamWork Financial

Clint Kirby – Chief Financial Strategist
DreamWork Financial Group

Clint Kirby, DreamWork Financial Group, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.