INVESTMENT PHILOSOPHY

Our investment philosophy is simple: to provide, unbiased, trusted investment advice in order to help our clients achieve their financial milestones.  Our investment philosophy is rooted in a long-term approach to growing client assets through active management, broad asset allocation, diversification, and risk management while helping to build both independence and financial independence.  At SCP, we look to provide reasonable long-term investment results by building globally diversified portfolios and proactively managing asset allocation decisions.

TRUST

CONSISTENT PARTICIPATION

GLOBAL THINKING

BROAD ASSET ALLOCATION AND DIVERSIFICATION

ACTIVE MANAGEMENT

PERFORMANCE

RISK MANAGEMENT AND EDUCATION

PROFESSIONAL MANAGEMENT

OUTSIDE EXPERTS AND SPECIALIST PROVIDERS



Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds. This and other important information is contained in the prospectuses, which can be obtained by contacting your financial professional and should be read carefully before investing

Investing involves risk including the potential loss of principal. No investment product or strategy can guarantee a profit or protect against loss in periods of declining values.

International investing involves special risks not present with U.S. investments due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards. These risks can be accentuated in emerging markets.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.