Our clients are located across the nation with diversified client types and strategies.

Our Clients’ Client Types

SCS serves new investment advisers, established RIAs, and private fund advisers who manage a variety of client types, including high net worth individuals, charitable organizations, institutional clients, pension and profit sharing plans, retail investors, state or municipal government entities, mutual funds, private funds, insurance companies, and banking or thrift institutions.

Percentage of our clients who manage:

Client Strategies

Our clients manage all types of strategies on both a discretionary and non-discretionary basis, including:

  • U.S. Equity
  • Foreign Equity
  • Fixed Income
  • Private Equity
  • Currency Overlay
  • Future Contracts

Locations

CA 16
CT 1
DC 1
FL 1
IL 1
KY 1
MA 2
MO 1
NY 5
OH 1
OR 4
PA 1
TN 3
TX 1
WA 3
WI 1