SCOUT ASSET MANAGEMENT

Overview

Scout Asset Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Scout uses a mix of billing arrangements — percentage of assets under management, hourly fees and fixed fees — and generally manages client portfolios on a discretionary basis. Investment approach centers on pooled public vehicles. Public funds and mutual funds make up the largest portion of the investable assets, which indicates Scout prefers diversified, manager-driven exposures for core equity and fixed-income allocation rather than operating its own funds. The firm is not structured as a capital allocator, does not identify as an active ESG investor, and has a relationship with an insurance company that can be used for product or implementation options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices