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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. We are independent, fee-only, and fiduciary. This means that your best interest is first and foremost, always.
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.
Data-Driven and
Evidence-Based
Our investment philosophy rooted in academic research and driven by real world data. We rely on peer-reviewed research, Nobel Prize-winning ideas, and empirical evidence.
We Treat You Like Family
There is only a handful of investment management 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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