A complete list of active advisors currently associated with SCS Asset Management, Inc.

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

SCS Asset Management is a small SEC‑registered adviser managing roughly $30 million for about 67 clients and provides discretionary and non‑discretionary portfolio management, modular financial consulting, and pension consulting to individual and high‑net‑worth clients. The firm also offers plan‑level advice and participant education services for employee benefit plans in addition to hourly consulting engagements. The firm tailors portfolios to client objectives and may use fundamental, technical, and charting analysis, employing both long‑term holdings and occasional short‑term trades as suitability dictates; management can be subject to written client guidelines or discretionary authority. The principal holds the Certified Plan Fiduciary Advisor (CPFA) designation and the firm acknowledges fiduciary duties when advising on retirement accounts under applicable rules. Notably, SCS is affiliated with a pension consulting entity that operates under an exemption for consultants to large plans and is also affiliated with a licensed insurance agency, so its personnel are licensed to sell insurance products and may receive commission compensation separate from advisory fees. Those affiliations and dual roles are disclosed as potential conflicts of interest (for example, referrals to or compensation from affiliated services), and the firm describes processes to inform clients and allow clients to decline affiliated products.

To learn more about the advisors currently working at SCS Asset 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.