A complete list of active advisors currently associated with Scott Conyers Capital Management, Inc.

Warmer can help you find a great advisor at Scott Conyers Capital Management, Inc. or one who fits your needs even better.

The firm provides discretionary investment management to a small roster of individuals, trusts, foundations and retirement accounts, with custodial accounts held at a major broker. As a solo-operator registered adviser, it manages each client’s accounts separately rather than pooling assets. Its investment approach is described as conservative growth and centers on value investing—estimating intrinsic company values before purchase—and typically maintains low turnover to support tax efficiency. Portfolios are equity-focused with conservative fixed-income allocations to damp volatility, occasional foreign exposure, and trades are executed under a limited power of attorney while custody remains with the broker. Noteworthy distinctions include the firm’s willingness to negotiate performance-based fee arrangements for very large clients, a practice that is uncommon among independent RIAs, and its explicit acceptance of charitable organizations (foundations) as clients. The manager is a long-tenured CFA charterholder who founded the firm in 1991, and the firm follows specific trade allocation and performance/fee measurement conventions (for example, treating cash as equity for reporting and fee purposes) that differ from many peers.

To learn more about the advisors currently working at Scott Conyers Capital Management, Inc., 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.