We create individual strategies for each client according to their goals, market expectations and risk tolerance; allocating assets actively, passively or through single-line holdings.
We invest in public and private markets, seeking the best possible risk-adjusted returns that will help our clients achieve their long-term goals.
Investment returns are driven by a range of fundamental and technical factors. We invest through the investment cycle and adjust risk positioning and portfolio allocations accordingly.
To achieve that, we are committed to unconditional transparency. Our advice is independent.
We stand shoulder to shoulder with our clients, investing their money alongside the Scott family’s; never taking investment decisions on their behalf that we aren’t willing to make for our owners.
A guide to succession planning, asset protection, taxation and wealth management by Philip Marcovici For some time I have thought...