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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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Disclosure:
All the content on this site is for information purposes only.
Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness.
All information and ideas should be discussed in detail with a professional advisor.
Saranovitz Cash Management is a Registered Investment Advisor in the State of Massachusetts.
The authors, publisher and host are not providing legal, accounting or specific advice concerning your situation.
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Disclosure:
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,
Member FINRA, SIPC and Registered Investment Advisor.
P.O. Box 64284 - St. Paul, MN 55164 - Phone: 800/800-2638.
Saranovitz Capital Management and Woodbury Financial Services, Inc. are not affiliated entities.
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