Our Culture

Core Belief

If we put the interests of our clients first, everything else will fall into place. Our commitment to this singular philosophy is stronger than ever. It is evident in our consultative, client-centric culture, in the way we understand the expectations and needs of our clients, and in our passion to do our jobs with only the highest standards of excellence.

Client Alignment

Establishing a foundation of trust is the first step in offering successful financial strategy and investment management, and that kind of trust can only exist if we always avoid conflicts of interest with our clients. The only revenues we derive are advisory fees from our clients. We do not receive compensation from brokers or investment management firms to whom we allocate client capital.

Team Must Be Superior

We must attract and retain the industry's most talented professionals. Leading investment and financial strategy professionals choose SCS because we provide them with the environment, time, resources and advanced technology they need to do their best work and to address the best interests of the clients we serve. We believe that our culture creates a more stable team than brokers and private banks.

A Strategic, Consultative Approach

Our clients will be more successful when our relationship is consultative, and when appropriate, comprehensive. We don't believe in a "one-size-fits-all" approach to investing. Our philosophy focuses on identifying the individual objectives of each client and applying our proven investment skills to achieve successful results. For Family Offices and Private Clients, it is not possible to optimize a family's after-tax wealth without integrating the investment strategy with their tax circumstances and the estate plan. For our institutional clients, we are both a strategic partner, providing a broad set of perspectives and resources, as well as being one of their investment managers.

Never Accept Status Quo

We are dedicated to the continuous improvement of how we serve our clients. We think of it as a culture of curiosity. Great ideas that solve our clients' issues may be found within or outside our firm. Our insights and relationships with the leading minds in the investment management field allow us to gain critical exposure to a broad range of ideas. This elite "idea flow" accrues directly to our clients' benefit.