Sci, Inc.

Overview

Sci, Inc. is organized as a corporation and is classified as an institutional registered investment adviser that also functions as a capital allocator. The firm charges clients on a percentage-of-AUM basis and is not identified as an active ESG investor. Its documented advisory activities include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Although the snapshot labels the client base as institutional, the firm’s service set explicitly covers individual and small-business portfolio management as well as adviser selection and pension consulting. Ownership is listed as individual and the adviser is not identified as a multi-state or newly formed firm.

Assets & Accounts

Investments & Alternatives

Location & Offices