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The world has fundamentally changed. The last 40 years will not look like the next 40 years. Being dynamic and actively adjusting asset allocation to the current market conditions and today’s rapidly changing economic cycles is critical. 

As a fee-only fiduciary we put our clients’ interests above our own. We do not have our own proprietary funds, providing the flexibility to allocate money to the best-in-class solutions that align with the environment. Our dynamic, rigorous process, with a macroeconomic focus, proactively adjusts client portfolios to best position them to take advantage of opportunities. 

SCA was built on the founders’ shared vision of a customized investment experience that fulfills our clients’ unique needs, goals, and aspirations. With over 35 years of experience in research, investing, portfolio and risk management, and client servicing, we take a collaborative approach to wealth management, rooted in data. We build relationships with clients’ attorneys, accountants, and beyond to help with estate planning, insurance, real estate investments, and tax planning. A solid financial plan is an important step toward navigating today’s new investment environment to successfully reach your objectives. By knowing the return necessary to achieve our client’s goals and their risk tolerance, we avoid taking unnecessary risks to achieve client goals. 

Do you know how your portfolio is positioned and whether that positioning is appropriate for the current economic environment? We are happy to give your portfolio a complimentary second opinion.