Bob Phillips

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Profile

Robert Cletus Phillips was the founder of Spectrum Management Group LLC (Indiana), where he held the title of President in 1995.
Mr. Phillips was the founder of Spectrum Wealth Counsel LLC, where he held the title of Chief Executive Officer in 2010.
Mr. Phillips attended Ball State University (Indiana) and obtained an undergraduate degree.

Former positions of Bob Phillips

Companies	Position	End
Spectrum Wealth Counsel LLC Spectrum Wealth Counsel LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	2025-06-29
Spectrum Management Group LLC (Indiana) Spectrum Management Group LLC (Indiana) Investment ManagersFinance SMG uses technical analysis and a quantitative system as an overlay strategy to their fundamental top-down and bottom-up research process. The firm looks for opportunities to minimize tax by using tax-efficient investment structures, tax-loss harvesting opportunities and asset location preferences.	Chief Executive Officer	2022-11-30

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Private companies	3
Ball State University (Indiana) Ball State University (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Spectrum Management Group LLC (Indiana) Spectrum Management Group LLC (Indiana) Investment ManagersFinance SMG uses technical analysis and a quantitative system as an overlay strategy to their fundamental top-down and bottom-up research process. The firm looks for opportunities to minimize tax by using tax-efficient investment structures, tax-loss harvesting opportunities and asset location preferences.	Finance
Spectrum Wealth Counsel LLC Spectrum Wealth Counsel LLC Investment ManagersFinance Provides investment advice	Finance