A complete list of active advisors currently associated with Scott Investment Advisors, L.P.

Warmer can help you find a great advisor at Scott Investment Advisors, L.P. or one who fits your needs even better.

Scott Investment Advisors, L.P. provides full discretionary portfolio management for a small client base that includes qualified corporate plans, individual IRAs, trusts, personal accounts and corporate taxable accounts. The firm implements its SAM model strategies across stocks, bonds, money market funds, ETFs and, when needed, closed‑end funds. SIA principally constructs portfolios using ETFs and combines fundamental and quantitative analysis with a multi‑variant optimization application and top‑down macro assessment to build tax‑aware, long‑term oriented allocations. Clients complete a scored profile that is matched to one of six SAM model strategies, and the firm conducts weekly model reviews with periodic rebalancing and quarterly structural evaluations. Notably, SIA serves as the sponsor of its wrap fee program and partners with FOLIOfn to bundle advisory, custody, execution and reporting services under a single contract, a structure less common among peers. The firm also publishes and distributes research and educational materials directly to clients and is managed by a small, long‑tenured advisory team of two permanent portfolio managers.

To learn more about the advisors currently working at Scott Investment Advisors, L.P., 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.