Wealth Management

What We Do

It is through our Experience, Values and Beliefs that we think we are the most customer focused Wealth Manager you’ll find anywhere.  And in terms of helping you achieve your goals, SCA understands that each client solution is unique. 

Our diverse client base – small business owners, entrepreneurs, professional athletes, families, companies and their employees, foundations and institutions all appreciate SCA’s personal and customized approach.  The questions we ask a prospective client at the first meeting – Why are we here?  Where do you want to go?  Are the same questions we are asking the client ten years later.

We also understand there is more to your needs than just investing in stocks and bonds – taxation, estate planning, retirement planning and business succession are critical components of a well-rounded financial plan for both individuals and institutions.


Our Process

Once we jointly decide to move forward, we conduct additional Due Diligence on our clients long-term needs and goals.  From there we review and agree with the client on a suitable Investment Policy.  We discuss the Market Cycle, diversification and the portfolio building process.  Finally, we execute the transactions necessary to build the portfolio in a prudent and cost effective manner.


Retirement Plan Consulting


In the role of a consultant we recognize that there are many critical parts to a successful Defined Benefit (DB) or Defined Contribution  Plan (DC).  We have the experience and the ability to address those needs – whether it is a new plan or an existing plan that requires a change of service providers.  Furthermore, our combined expertise in finance, accounting, legal, and regulatory matters allows us to carefully develop and implement prudent investment programs to achieve your goals while minimizing unnecessary risk.


We at SCA look at DC Plans in three ways: Employee Directed, Trustee Directed and Hybrid.  Additionally, if it is a DB Plan that you currently have or are looking for, we can help with the fiduciary oversight of both personal and corporate plans.  Contact Us for more information on how these plan options may work for your business.


Once an agreement is reached between SCA and the client to move forward, SCA will review the Investment Policy Statement or in the case of a new plan, work with other service providers to create a new one.  We then look at investment options, evaluate existing or proposed service providers, facilitate participant education, conduct quarterly performance reviews and conduct investment option searches when necessary.  A transition between platforms or consultants can be a difficult and time consuming process.  Click Here to see our step-by-step overview of how SCA can help manage that transition. 


Fiduciary


SCA’s fiduciary philosophy is best summed up by the following quote:
 
“Do what you will, the capital is at hazard…all that can be required of a trustee to invest, is, that he shall conduct himself faithfully and exercise a sound discretion. He is to observe how men of prudence, discretion, and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable outcome, as well as the probable safety of the capital to be invested.”
 
Justice Samuel Putnam
The Prudent Man Decision
Harvard College vs. Amory
Boston Massachusetts-1830


Strategic Capital Advisers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Strategic Capital Advisers, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strategic Capital Advisers, Inc. unless a client service agreement is in place.
Copyright 2011 Strategic Capital Advisers