Our investment approach is value-oriented and fundamental, executed via liquid investments in companies of a substantial market capitalization and float, typically traded on a US exchange.

For individual clients seeking comprehensive portfolio management services, we advocate an asset allocation model with significant non-actively managed components designed to provide blended index targeted returns with income components in fixed income instruments and income funds.

While these portfolio components are most cost-effectively implemented directly by SCM on our clients’ behalf, saving the underlying management expenses commonly associated with investment advisors, SCM does from case to case recommend outstanding funds and managers when we feel these securities fit a client's needs.

SCM typically provides an actively managed component to all client portfolios and specializes in providing non-US investment portfolios of varying degrees of risk and complexity to clients who have entrusted us with this part of their overall investment strategy. When looking at companies and markets, our approach is both bottom up and top down within the framework of fundamental analysis and a value investing style.