SCLC’s private clients typically have relatively significant investable assets. Our minimum new account size is generally $1,000,000, however, under certain circumstances, this minimum may be waived with the approval of the firm’s Investment Committee. We are most likely to waive our minimum if a prospective client is accumulating assets rapidly, expects a significant liquidity event (such as an inheritance, business sale, IPO or other windfall), or has a prior relationship with our firm (e.g., as a participant in a retirement plan for which we serve as advisor).

Our investment advisory approach is quantitative and analytical. Consequently, we work best with clients who appreciate our rigorous methods.