A complete list of active advisors currently associated with Scundi Investment Management, LLC

Warmer can help you find a great advisor at Scundi Investment Management, LLC or one who fits your needs even better.

Scundi Investment Management provides investment advice for individually managed accounts and serves primarily high‑net‑worth individuals, trusts, and small businesses, with a stated $100,000 minimum. Services described in the brochure include discretionary portfolio management under a Limited Power of Attorney, written Investment Policy Statements, and fixed‑fee portfolio consultation engagements. The firm allocates client funds using model portfolios that incorporate macroeconomic data, market fundamentals, technical and fundamental analysis, and volatility, and it typically holds individual stocks and bonds, ETFs, mutual funds, closed‑end funds, and stock options. SIM generally employs dollar‑cost averaging for new investments, tracks cost basis for transferred positions, and conducts daily account updates with at least monthly formal reviews and periodic performance reporting. Noteworthy features include a small reported asset base—approximately $500,000—which aligns with a narrow client focus on HNW and trust accounts rather than non‑HNW individual clients. The brochure also highlights use of more complex instruments (stock options and inverse/leveraged ETFs with explicit suitability caveats), a written proxy‑voting policy, and detailed privacy and ethics policies, elements that are less common for firms of similar scale.

To learn more about the advisors currently working at Scundi Investment Management, LLC, 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.