You Would Not Go to the Cardiologist for a Cavity

You Would Not Go to the Cardiologist for a Cavity

SCA was founded on a mutual conviction that the client should always come first. Being a small, independent advisor was appealing for the flexibility and customization it allows, but also the alleviation of many conflicts of interest. One of the largest conflicts of interest we sought to minimize was capturing the whole of someone’s wealth in products managed by only one manager. Asset managers have certain areas of the market, asset classes, and strategies they focus on and excel at investing in. We believe it is in our clients’ best interest to find the best solution in the area we are seeking to allocate capital. This led to our conscious decision not to have our own proprietary products.

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Dynamically Navigating the Changing Currents
Brittan Leiser Brittan Leiser

Dynamically Navigating the Changing Currents

Our investment process was built to navigate the twists, turns, and surprises of a more volatile investment landscape. The world has fundamentally changed. The long economic cycles of the past are just that, a thing of the past. Going forward we believe cycles will be more muted and shorter. In this new environment, being dynamic, diversified, disciplined, focused on risk and armed with a broader set of tools will be imperative.

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