Main Content
You Deserve
Trusted Investment Advice
• We believe you deserve to be treated fairly and honestly.
• We believe you deserve clear, straightforward advice that's always in your best interest.
• We believe you deserve knowledgeable guidance, regardless of your finances.
Client-Focused Philosophy
We believe that your best interest is first and foremost, always.
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
Best in class funds
ESG/SRI strategies
Risk tolerance
Behavioral finance
Portfolio monitoring
Rebalancing
Tax efficiency
ESG/SRI strategies
Risk tolerance
Behavioral finance
Portfolio monitoring
Rebalancing
Tax efficiency
Why Choose SCM?
We believe you deserve better than the cost-generating speculation gimmicks sold by most financial services professionals.
We Are 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.
We Are 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.
We Are 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.
We Believe Your Values Matter
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 believe that we need to earn your trust before you become a client. We also believe that we are not the right advisor for everyone.
That's why we offer a free review of your investments. 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.
Our Knowledge Is Your Greatest Asset
Make The Most Of Your Investment Journey
Get a Complimentary Review Of Your Investments
