SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES

Overview

Scott & Associates Investment Advisory Services is a small, owner-operated advisory practice structured as a sole proprietorship. The firm blends accounting roots with portfolio management for individuals and small businesses, charging clients on a percentage-of-assets-under-management basis. Its client mix includes individual and family investors as well as institutional relationships, and it manages assets on a discretionary basis. Investment activity shows a clear preference for pooled public vehicles, with the largest allocation to public funds and mutual funds. The firm is not positioned as an active ESG investor and is registered to operate in a single state. While it reports access to third-party alternative asset managers, those allocations are handled through external managers rather than internal direct-sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices