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Our Investment Process

Our focus is exclusively on our clients – our objective is to exceed their expectations.

SCS is client-driven. We believe in customized portfolio management based on sound investment strategies. The construction of a portfolio is matched to a client's specific goals, objectives and risk tolerance, always within the context of preserving and enhancing the real buying power of the principal over time. Because individual situations may change over time, our professionals maintain close communication with our clients to help ensure that their unique financial goals are being met on an ongoing basis. We know that understanding our clients' objectives is the foundation upon which we build long lasting relationships.

Our Five Step Due Diligence Investment Process

1) Initial Screening - Refining the Investment Universe
2) Quantitative Analysis – Look at All the Numbers
3) Investment Thesis – Why This Investment?
4) Stress Test – Confirming Our Findings
5) Ongoing Monitoring – Our Work Continues