How We Work
We serve clients locally and remotely, regardless of location. We can serve you too.
Let’s Start With Your Story
We are not trying to be everything to everyone, so our expertise may not exactly match your situation. And that’s ok. Let’s agree that we are the right fit before we work together.
We Focus On What Matters
With the Elements® App, we’ll track your progress toward improving your financial health, increasing your net worth, and accomplishing your goals.
What About Our Values?
SCM Invest adheres to and advocates for the Fiduciary Standard Best Practices. Our core fiduciary duties include: Serving in the client’s best interest; Acting in utmost good faith; Acting prudently, with the care, skill, and judgment of a professional; Avoiding conflicts of interest; Disclosing all material facts; and Controlling investment expenses.
SCM Invest is founded on the following principles:
Advising, not facilitating
Investing, not speculating
Conviction in our philosophy
Confidence in our advice
Commitment to our approach
Managing your emotions and biases
Focusing on you
Filtering out the noise
Not being everything to everyone