Speaker Details

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Bob Phillips

Founder and Managing Principal

Spectrum Management Group

About

Bob Phillips is founder and managing principal of Spectrum Management Group, a full service registered independent advisory headquartered in Indianapolis, Indiana. A Certified Financial Planner and Chartered Financial Analyst, he brings over 25 years of experience in the investment industry to his firm, offering integrated financial planning, investment management, advanced estate planning, and business planning to high-net-worth individuals and families, as well as institutions and endowments. In 1995, Mr. Phillips co-founded Spectrum, moving to the wealth management side of financial services from accounting. Previously, he served as managing director of Somerset Financial Services and a partner at Whipple and Company, PC. The firm continues to serve as a leading advisory in the region, providing customized services and managing investment portfolios in excess of $300 million for their client base of over 120 individual and institutional clients. Mr. Phillips and the firm have received prestigious recognition within the investment community, most recently being spotlighted by Investment News as one of the nation's Top 50 "Up and Comers," a growth ranking of leading fee-only RIAs. In addition to his CFP and CFA designations, Mr. Phillips professional credentials include Certified Public Accountant, personal financial specialist, general securities representative, uniform securities agent state law, uniform investment adviser law (Series 7, 63, and 65) and life, accident, and health licensee.