Scott Value Investing
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual, long-term investors—many of whom hold IRAs—and offers discretionary portfolio management of selected stocks, mutual funds, exchange-traded funds and fixed income, along with periodic performance reporting and financial planning. In addition to investment services, the adviser operates a separately organized income tax preparation practice that serves clients and non-clients during the tax season.
The firm follows a value-investing discipline that emphasizes companies with sustainable high profit margins, strong balance sheets, significant free cash flow and pricing below estimated intrinsic value, using fundamental valuation techniques attributed to practitioners such as Graham and Buffett. Portfolios are tailored to clients’ goals, time horizons, risk tolerances and personal values, and the adviser can incorporate social or personal investment restrictions into account guidelines.
What is distinctive is the combination of a very small, single-advisor practice with direct, hands-on portfolio management and ancillary tax-preparation work, alongside use of a digital custodian platform and access to that platform’s Model Marketplace for model portfolios and tax tools while retaining responsibility for suitability. The brochure also notes a long track record that includes prior work in socially responsible investing and an emphasis on managing all accounts personally, features that are less common among firms of this size.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% Over $1,000,000+: 0.5% for mutual funds and ETFs; 1.0% for all other assets
May negotiate hourly agreements for investment and/or retirement planning advice in the future; no past agreements
Account minimum: $150,000
Main office
Bellingham WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Scott Value Investing · Scott, Roger Stephen
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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