A complete list of active advisors currently associated with Scout Asset Management

Warmer can help you find a great advisor at Scout Asset Management or one who fits your needs even better.

Scout Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. Its services include ongoing portfolio management with a written Investment Policy Statement for each client, financial planning, and consulting for employee benefit plans (including 401(k) plans), as well as advice on mutual funds, ETFs, fixed income, annuities, and private placements. The firm documents client goals and risk tolerance and offers both discretionary and non-discretionary management, applying fundamental and quantitative analysis to guide asset allocation and security selection. Investment strategies include long-term trading and options trading (including covered and uncovered positions); accounts are monitored regularly and clients receive custodial reporting on a monthly basis with formal reviews at least quarterly. Distinctive aspects noted in the brochure include an affiliated insurance activity: a licensed insurance agent associated with the adviser accepts compensation for insurance and annuity sales, and the firm discloses and documents that conflict and seeks client approval before executing such transactions. The firm also highlights pension consulting for retirement plans — a service less common among similar independent advisers — and reports managing approximately $67 million in client assets.

To learn more about the advisors currently working at Scout Asset Management, 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.