The client will always be able to contact a principal of the firm and receive a straightforward response on any issue or question. Timely reporting of all transactions will be made to the client.
The firm’s custodian will mail a monthly listing of assets and their values to each client, and the firm will send each client a quarterly review of his/her account and an overview of the economy and market conditions. SCM Associates encourages clients to schedule periodic meetings with a principal of the firm to review his/her portfolio.
Performance:
SCM Associates has adopted high standards of performance. Excellent investment return in relation to client risk tolerance is the firm’s goal.
The principals of the firm understand that satisfying the client’s investment goals is the cornerstone of a long-standing client/counsel relationship.
