SCM INVESTMENT SERVICES

Overview

SCM Investment Services is a small, equity-focused advisory firm that manages concentrated discretionary portfolios for individual and family clients. The firm’s investment activity centers on exchange-traded equities and ETFs, with a clear preference for liquid, publicly traded instruments that support direct portfolio management through separately managed accounts. Advisory work is geared toward individuals and small businesses and includes educational workshops and seminars alongside fee-based portfolio management. The firm operates as a corporation under individual ownership and uses a mix of fee models — percentage of assets under management, hourly fees and fixed fees — allowing flexibility for both ongoing advisory relationships and project-based engagements. SCM Investment Services does not position itself as an ESG investor, does not act as a pension consultant, and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices