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Stephen S
Series 63, Series 65
Jackson, WY
Scott Investment Advisors, L.P.
Stephen Scott is the sole advisor at Scott Investment Advisors, L.P. in Jackson, Wyoming. He holds Series 63 and Series 65 designations and has four years of industry experience. Scott has extensive prior experience through his roles at ScottAdvisors.com, Inc. since 1997 and MooseTree Partners, L.P. from 1997 to 2022. He is president of ScottAdvisors.com, Inc., the parent company of Scott Investment Advisors. Scott Investment Advisors, L.P. provides full discretionary portfolio management to a small client base including qualified corporate plans, individual IRAs, trusts, and corporate taxable accounts. The firm uses a combination of fundamental and quantitative analysis with a top-down macro assessment to construct tax-aware, long-term diversified portfolios primarily with ETFs, guided by its SAM model strategies.
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