Investment Strategy
continued
SCM Associates might invest a portion of your assets periodically in U. S. Treasury securities, corporate bonds, and preferred stocks when economic and market conditions warrant such investments. There will be times also when the firm will pursue a defensive position with growth accounts to protect capital by investing in short-term income securities. Also, an interest-bearing, money market fund is used in each account to receive deposits and dividend payments.
If you seek income each month, you can write checks from your money-market account or have deposits wired to your local bank account.
SCM will work with you to establish withdrawal schedules and make sure that sufficient cash is available to fund the withdrawals.
 
|






|