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Investment Committee

Collaborative and Proactive Investment Decisions

Most financial firms rely on a single advisor or chief investment officer to oversee client investment strategies. However, SCS believes clients benefit from developing investment decisions collaboratively with a committee of different views and perspectives, drawing on a wealth of experience that adds depth and breadth to the investment experience.

Our dedicated investment team of investment professionals include CFAs, Investment Analysts, Traders, Portfolio Managers, and Senior Investment Strategists. This team meets regularly and daily performs due diligence which allows us to proactively change with the market.

With over $1,000,000,000 in individual client assets, our process has excelled and allowed us to provide our clients a level of institutional trading while our Advisors can build a deep relationship with our clients.

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