Firm Overview

SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We were founded in 2002 and have offices in Boston and New York. We manage $13.6 billion in assets, as of June 30, 2014. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering strong investment results.

SCS has never compromised. Our business model is conflict-free. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.

The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, strong investment performance both for multi-asset class portfolios and fund of hedge funds portfolios, and a powerful technology platform.

The core of SCS is centered on the needs of our clients. We believe that if we put the interests of our clients first, everything else will fall into place. Our commitment to this singular philosophy is stronger than ever. It is evident in our unconflicted, consultative approach, in the way we understand the expectations and needs of our clients, and in our passion to do our jobs with only the highest standards of excellence.