A complete list of active advisors currently associated with SCM Investment Services
Warmer can help you find a great advisor at SCM Investment Services or one who fits your needs even better.
SCM Investment Services is a small, independent registered investment adviser operating with a single advisory professional and managing roughly $3.1 million for about a dozen clients. The firm provides discretionary portfolio management for individuals (including high‑net‑worth clients) and also accepts entities such as pensions, profit‑sharing plans, estates, and corporations, plus project‑based consulting on topics like college planning, estate planning, employee benefits optimization, and retirement planning. The firm follows an evidence‑based, long‑term approach that emphasizes diversified, low‑cost global index and asset funds and portfolio construction grounded in Modern Portfolio Theory and academic research. Advisors work with clients to develop an investment policy statement and target asset allocation, may recommend or use outside managers or TAMPs, and implement portfolios using custodial platforms that support model allocations, periodic rebalancing, and optional tax‑loss harvesting. Distinctive features include a regular offering of educational seminars and public speaking on investing, behavioral finance, and college planning that the firm provides pro‑bono, and an associated online educational membership (NWI WealthCare) operated outside the advisory business. The firm’s principal brings prior trading and technical experience (including roles in discretionary trading operations and fixed‑income trading plus graduate degrees in finance and computer science), and the practice uses multiple custodial and platform relationships (Betterment, Schwab, Altruist) while disclosing those platform support arrangements.
To learn more about the advisors currently working at SCM Investment Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Dejan Ilijevski
| Lake Elmo, MN
| 9
|
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