Spectrem Group
HQ Address
840 S. Waukegan Road, Suite 211, Lake Forest, IL 60045, United States
Website Address
Business introduction
Spectrem Group strategically analyzes its ongoing primary research with investors to assist financial providers and advisors in understanding the Voice of the Investor
Spectrem Group strategically analyzes its ongoing primary research with investors to assist financial providers and advisors in understanding the Voice of the Investor.
We understand our clients' business challenges because our knowledgeable, seasoned professionals have first-hand experience managing businesses in:
- Wealth management
- Retirement services
- Asset management
- Mutual funds
- Brokerage
- Insurance
- Banking
- Trust
Spectrem Group clients 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 clients' cultures.
Spectrem Group Solutions
Best Advisor
BEST FINANCIAL ADVISOR provides the following: Satisfaction ratings and related comments from that advisor's clients An in-depth profile of the advisor The ability to compare an advisor against others Regional search tools Custom video Meets SEC requirements! ...
business needs
view solutionConsulting and Custom Research
Spectrem's in-depth knowledge of the wealth management, retirement and investment markets enables our research team to quickly understand your business challenges and design the appropriate custom research methodology to provide key insights to solve your challenges. Our full range of capabilities include: Qualitative research One-one-one in-depth in-person or telephone interviews Focus groups Small group......
business needs
view solutionContent Subscription
Do you need content to populate your website or consumer newsletters? Look no further! With a Spectrem content subscription you will have access to an unlimited number of articles, infographics, social media posts and videos at your fingertips. You have access to articles for advisors that can be used on your internal......
business needs
view solutionCustomer Experience and Satisfaction
Our experience in providing customer experience and satisfaction research for more than 25 years makes our ability to provide you with actionable insights incomparable. Our niche market knowledge allows us to develop survey instruments that truly apply to what your customers are experiencing. Unlike large firms that provide massive consumer studies, our market......
business needs
view solutionMillionaire Investor Confidence Index
The Spectrem Affluent Investor Confidence Index (SAICI)® and Spectrem Millionaire Investor Confidence Index (SMICI)® gauge the investment confidence and outlook of households with more than $500,000 and more than $1 million of investable assets, respectively. Each index explores investors' attitudes regarding economic outlook, hypothetical investment preferences and actual investment intentions for the coming month. The......
business needs
view solutionNewsletters and Content
Spectrem’s research and strategic insights are also available in the form of monthly newsletters, custom publications, and a library of topical articles. This content can be licensed for use in both internal and external publications. Our content is also available for use on internal or client websites and other communications. The......
business needs
view solutionWealth and Retirement Research
Spectrem continually fields research to provide in-depth information regarding investors, plan sponsors or other entities engaged in the investment and financial services industry. In addition to our wealth market research, Spectrem also interviews a significant number of defined contribution plan participants on a quarterly basis to produce our syndicated retirement research....
