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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

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