A complete list of active advisors currently associated with Scale Investment Group

Warmer can help you find a great advisor at Scale Investment Group or one who fits your needs even better.

Scale Investment Group provides investment advisory and consulting services to individuals and to institutional clients, including corporate retirement plans and other advisers that use its sub‑advisory strategies. Services include management of qualified retirement plans, participant one‑on‑one and group advice, consulting projects such as drafting investment policy statements, and private client portfolio management using diversified investment vehicles. The firm emphasizes low‑cost, diversified fund portfolios and combines quantitative and qualitative fund selection and ongoing monitoring, with regular quarterly reviews and written fund review reports for plan sponsors. It manages accounts on both a discretionary and non‑discretionary basis; as of 12/31/2024 it reported approximately $386,000 in discretionary assets and $3,050,000 in non‑discretionary assets, reflecting a predominance of non‑discretionary mandates. Scale Investment Group’s profile is notable for a concentration in retirement plan work and pension consulting, including the ability to serve as either an ERISA 3(21) advisor or a 3(38) manager and to credit shareholder servicing (12b‑1) fees back to qualified plans. The firm also provides sub‑advisory services to other advisers and periodically publishes articles and contributes to financial media and its own website, an atypical level of published commentary for a small independent adviser.

To learn more about the advisors currently working at Scale Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.