Main Content
Our Knowledge Is
Your Greatest Asset
• 20 years of experience in finance and investing
• Formerly a trader and an executive at the Chicago Board of Trade
• Investment approach based on Nobel Prize-winning research
Client-Focused Philosophy
Our job is to guide you through your financial journey. We'll answer you honestly, not sell products you don't need or understand.
Investment
Health
Investment selection
401ks/403bs/457s
Investments review
Fees reduction
Risk assessment
Retirement readiness
529 Plans / Financial aid
401ks/403bs/457s
Investments review
Fees reduction
Risk assessment
Retirement readiness
529 Plans / Financial aid
Portfolio
Management
Optimized portfolios
ESG/SRI strategies
Risk tolerance
Fund selection
Portfolio monitoring
Rebalancing
Tax efficiency
ESG/SRI strategies
Risk tolerance
Fund selection
Portfolio monitoring
Rebalancing
Tax efficiency
Why Choose SCM?
Full-service investment advice to help reach your financial goals.
Fee-Only and
Fiduciary
Our firm was founded on integrity and transparency. We are independent, fee-only, and fiduciary. This means that your best interest is first and foremost, always. Our commitment to client service sets us apart from the competition.
Experienced and
Knowledgeable
Our approach to investing was first shaped by trading capital markets, honed from years of executive experience, and augmented with world class academics. We know how markets work and the key principles for intelligent investing.
Data-Driven and
Evidence-Based
Our investment philosophy is driven by data and grounded in theory. We rely on the conclusions from peer-reviewed research, Nobel Prize-winning ideas, and empirical evidence. Financial science helps improve the odds of your success.
Advances in Sustainability
For clients seeking sustainable investment solutions, our portfolio lineup includes robust ESG strategies that don't compromise returns. We continue to research how advances in sustainability standards can help improve the odds of investment success for all of our clients.
Get a Complimentary Review Of Your Investments
Get Ahead With Your FREE Review
We can help you implement our recommendations if you want. Or, you can do them on your own or with your existing professionals if you so choose.
