Investment Services
Investment Services
Big enough to deliver, small enough to care
Our Retirement Plan Departments' process-driven focus in conjunction with our asset management expertise in the Wealth Management Department creates a unique, competitive advantage for our clients. Whether participants are “do it for me” or “do it myself,” SCS will be there to ensure they have outstanding investment options.
- Investment policy statement preparation/review assistance
- Quarterly investment monitoring & reporting
- Manager search and selection
- Fee transparency with full disclosure