Mitch Needelman

Principal, Senior Portfolio Manager at Spectrum Asset Management

Role: Principal Senior Portfolio Manager at Spectrum Asset Management
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mitch Needelman

Independent Registered Investment Advisor with broad experience in all aspects of…

Experience

Principal Senior Portfolio Manager
Spectrum Asset Management
Apr 2018 — Present · Orange County, CA, US

Skills

Financial Advisory
Structured Products
Asset Management
Investments
Investment Strategies
Alternative Investments
Private Equity
Investment Management
Hedge Funds
Investment Valuation
Etfs
Bonds
Investment Advisory
Portfolio Management
Equity Research
Asset Allocation
Mutual Funds

Contact information

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Work email
m••••@myspectrum.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••92

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Current company

Spectrum Asset Management

Investment Management · 13 employees · Founded 1987 · Newport Beach, California, United States

Spectrum Asset Management is an independent registered investment adviser based in Newport Beach, California. We provide investment management, financial planning, and total balance sheet wealth management services to individuals, families, and institutions. Our approach is grounded in a disciplined investment process, an emphasis on risk awareness, and a long-term perspective on capital markets. We focus on understanding each client’s overall financial picture and aligning investment strategies with their stated values, objectives, time horizons, and risk considerations. We apply consistent principles across varying market conditions rather than reacting to short-term market movements. What we do- Investment management and portfolio construction - Total balance sheet wealth management - Financial planning - Ongoing wealth management support Additional information about our services and disclosures is available on our website: DISCLOSURE: “Followers” and “Likes” should not be interpreted as an endorsement or a positive reflection of Spectrum Asset Management, Inc.’s investment advisory services. Visitors should refrain from posting testimonials about their experiences, as such statements may not represent the experience of all clients. Any testimonials or endorsements that appear may be from clients, but no compensation was provided for them. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Information presented here is for informational purposes only and should not be relied upon without the advice of a registered or licensed investment professional.

myspectrum.com

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About Mitch Needelman

Experience

Principal Senior Portfolio Manager

Skills

Find verified contacts for anyone on LinkedIn