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Saranovitz Investment Philosophy
Whether you are a Pension Plan Sponsor or an Individual Investor, SCM increases the probability of successful investing by adopting and employing the ERISA pension regulations when managing Pension plan assets or Individual investment assets.
As Don Trone (foremost authority on pension plan regulations) states in his publication "Procedural Prudence",
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Whether you are a member of an investment committee for an endowment or foundation or simply searching for a logical approach to manage your own assets,
following these compliance guidelines should significantly increase your chance of investment success as you make investment decisions.
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Procedural Prudence - Don Trone, SEI
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Our Focus
SCM advocates a strategic approach to financial planning and carefully considers the needs, goals and risk tolerance levels of each client.
Armed with this information, SCM employs a custom designed solution for each client's benefit.
Unlike the larger firms, SCM deplores the cookie cutter approach and one size fits all mantra.
It is this customized service and attention to detail that sets SCM apart from most other management firms.
- 401(K) Investment Management
- Portfolio Management
- Retirement Strategies
- Estate Planning
- Wealth Management Solutions
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