How We Work
YOUR JOURNEY STARTS HERE
Your Journey Starts Here
Our Mission is to guide our clients on their journey towards well-being and a prosperous life.
Our commitment is to bring clarity to your financial journey so that you have the confidence to live your life to its fullest. Put simply, we want you to have fun and spend more time enjoying life.Before we work together, let’s agree we are the right fit. After all, our expertise may not match your situation, and that’s ok; we are not trying to be everything to everyone. That’s why we gladly offer a free investment health checkup, no strings.
During our introductory meeting, we listen and answer your questions. We discuss your financial goals and concerns, and help you understand our services, fees, and investment philosophy.
We’ll perform an investment health check-up and draft an investment plan.
We’ll present our findings and recommendations, which you can implement on your own, no strings. Should you decide to engage with us, we’ll establish our service model (see What We Do).
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:
Honesty and transparency
Advising, not facilitating
Investing, not speculating
Conviction in our philosophy
Confidence in our advice
Commitment to our approach
Advising, not facilitating
Investing, not speculating
Conviction in our philosophy
Confidence in our advice
Commitment to our approach
Empowering you with information
Managing your emotions and biases
Focusing on you
Setting expectations
Filtering out the noise
Not being everything to everyone
Managing your emotions and biases
Focusing on you
Setting expectations
Filtering out the noise
Not being everything to everyone
