PORTFOLIO DESIGN

We design and implement investment portfolios which are consistent with each client's investment goals, objectives and risk/reward preferences. SCP utilizes portfolio construction and security selection process that employs global diversification among various low to negative correlating asset classes. The purpose designing portfolios in this fashion are to potentially decrease volatility while seeking to achieve reasonable rates of return over a full market cycle or specified investment time horizon. This global asset allocation strategy is implemented in an effort to produce reasonable risk adjusted returns over time.

We believe:

  • The overwhelming determinant of investment performance lies in the asset allocation decision.
  • All asset classes should be considered unless liquidity, investor preference, or unique situations dictates otherwise.
  • Selecting specific investment in asset classes with low to negative correlation to one another may help reduce risk at the portfolio level.
  • Over time, participation in global capital markets with appropriate international investments can provide enhanced return opportunities, and reduce risk when compared to a more concentrated, domestic-only portfolio.

CUSTOMIZED DESIGN

SENIOR-LEVEL ATTENTION

INDEPENDENT, OBJECTIVE UNBIASED SELECTION

PROPERLY DIVERSIFIED

MULTIPLE MANAGERS

HEDGING OPPORTUNITIES



Investing involves risk including the potential loss of principal. No investment product or strategy, such as asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values.

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.

ETF products are subject to market risk, which may result in the loss of principal. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests.

Investors should carefully consider the investment objectives, risks, charges and expenses of ETFs.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.