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Helping You Build
A Better Financial Future
Gain Newfound Clarity and Control
Why Choose SCM?
We believe you deserve much better!
Fee-Only and
Fiduciary
Our firm was founded on integrity and transparency. There are no backdoor commissions or hidden costs associated with our service. Your best interest always comes first.
Experienced and
Knowledgeable
Our approach to investing was first shaped by trading capital markets, then honed from years of executive experience in finance, and augmented with world class academics.
Data-Driven and
Evidence-Based
Our investment philosophy is rooted in financial science and economic theory. We rely on peer-reviewed research, Nobel Prize-winning ideas, real-world data, and empirical evidence.
We Treat You Like Family
There is only a handful of investment firms that we trust for our family's financial future. These are the same funds that we use for you and your family.
Get Ahead With Your FREE Review
Are you paying too much in fees?
Are your investments holding you back?
Are there opportunities to lower your taxes?
We can help you implement our recommendations if you want. Or, you can do them on your own or with your existing professional if you so choose. No strings!
Before we work together, let's make sure that we are the right fit.
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