SCS CAPITAL Overview
Scs Capital Management Llc is an investment advisor that manages 14.1 BN dollars in regulatory AUM and has 66 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/21. The fund's latest filing disclosed 5BN in positions, representing 37% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/21. The fund's latest filing disclosed 5BN in positions, representing 37% of the manager's regulatory AUM.
SCS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWV | 13.21% | ETF | 6.94% | -0.05% | 19 | 0% | ||
| VTEB | 10.81% | Financials | 1.58% | -0.08% | 8 | 0% | ||
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FEATURED IN
SCS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter H. Mattoon | Chief Executive Officer | August-2002 |
| Antony J. Abbiati | Managing Director | November-2002 |
| Douglas R. Ederle | Managing Director | November-2002 |
| Stephen V. Kenney | Managing Director | November-2002 |
| William C. Walser | Managing Director | December-2008 |
| Joseph E. Mccuine | Chief Operating Officer | February-2006 |
| Jeremy L. Ragus | Managing Director | December-2008 |
| Kenneth A. Minklei | Managing Director | September-2005 |
| Stephen M. Oristaglio | President | January-2011 |
| Stephen J. Goff | Chief Compliance Officer | January-2012 |
| Brian T. Brandt | Managing Director | December-2013 |
| Colleen J. Macleod | Managing Director | December-2013 |
| Derek M. Dobecki | Managing Director | December-2013 |
| Pamela N. Perskie | Managing Director | August-2013 |
SCS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
SCS CAPITAL Investment Strategy
Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss
Primary Investment Strategies
In managing clients' assets, SCS formulates an overall investment strategy which takes into account the client’s individual financial landscape and investment objectives, including his or her income, spending and lifestyle needs and particular tax circumstances. To assist in setting the strategy, SCS offers to review a client’s tax, estate planning, and insurance programs. Specifically, SCS provides the following investment services to its clients as appropriate in their individual circumstances:
Asset Allocation and Portfolio Design. SCS designs an asset allocation strategy for each client which works in conjunction with the client’s overall wealth management plan. The strategy takes into account the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high quality bonds, wit...
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Primary Investment Strategies
In managing clients' assets, SCS formulates an overall investment strategy which takes into account the client’s individual financial landscape and investment objectives, including his or her income, spending and lifestyle needs and particular tax circumstances. To assist in setting the strategy, SCS offers to review a client’s tax, estate planning, and insurance programs. Specifically, SCS provides the following investment services to its clients as appropriate in their individual circumstances:
Asset Allocation and Portfolio Design. SCS designs an asset allocation strategy for each client which works in conjunction with the client’s overall wealth management plan. The strategy takes into account the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high quality bonds, wit...
Unlock Full Investment Process Description
SCS CAPITAL Portfolio Concentration
SCS CAPITAL Location
1 WINTHROP SQUARE
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
SCS CAPITAL Contact Information
Phone Number: 617-204-6400
Fax Number: 617-204-6411
Website: http://www.scsfinancial.com
Fax Number: 617-204-6411
Website: http://www.scsfinancial.com
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