• Who We Are

The Cornerstone of Our Culture is Trust

Sure, you want a firm that can craft an intelligent long-term financial plan AND build you a sophisticated investment portfolio that delivers excellent investment results. But you also want a team you can trust—not to mention one that you actually like.

It’s perfectly acceptable to “want it all.” And here’s the thing: when you choose SCS as your wealth management firm, you don’t need to sacrifice the human touch for the sake of a strong-performing portfolio.

We’ve created a business culture that allows our team to give it all. Here’s how we do it.

Taking an Integrated Approach to Families and Family Offices

Building trust doesn’t happen overnight. But with honest, open communication, it does happen—and quicker than you might expect. Your client service team gets to know you, your life, your family, your hopes, your fears, and the legacy you want to leave behind. These are thoughtful and iterative conversations. Your team of advisors will listen closely and always practice the utmost discretion regarding the personal details you share.

The integrity of our firm extends beyond the relationships you have with your team; it covers the recommendations that we make as well. You can have confidence in our recommendations because we endeavor to ensure that you understand the rationale behind them. Too often, the financial industry is purposefully complicated and filled with jargon. At SCS, we avoid jargon and unnecessary complexity. We present everything in comprehensible language. There is no obfuscation, just clear reports backed by relevant, accurate data.

It’s About Your Needs

Our approach is straightforward: we work with you to develop a strategy that meets your objectives. Our economic model is pure: our only source of revenue is the advisory fee we receive from clients. We do not receive compensation from brokers or investment management firms to whom we allocate client capital.

You Are at the Center of Our Process

Our relationship with you is consultative and comprehensive. We don’t believe in a “one-size-fits-all” approach to investing. Our philosophy focuses on identifying your objectives, your comfort zone, and applying our proven investment skills to achieve successful results.

Note: For families and family offices, it is not possible to optimize a family’s after-tax wealth without integrating the investment strategy with their tax circumstances and estate plan. For our institutional clients, we are both a strategic partner, providing a broad set of perspectives and resources, as well as being their investment manager.

Our Strength Starts with our People and Culture

Since our founding in 2002, we have endeavored to attract and retain the industry’s most talented professionals. We’ve accomplished this by providing our team members with the environment, time, resources, and advanced technology they need to do their best work and to address the best interests of the clients we serve. We believe that our culture and employee-ownership structure creates a more stable team than brokers and private banks.

We Strive to Always Be Proactive

We are dedicated to the continuous improvement of how we serve our clients. We think of it as a culture of curiosity. Great ideas that solve our clients’ issues may be found inside or outside our firm. Our insights and relationships with the leading minds in the investment and wealth management field allow us to gain critical exposure to a broad range of ideas. This elite “idea flow” accrues directly to your benefit.