SCS Asset Management, Inc

Overview

SCS Asset Management, Inc. is a small, privately owned advisory firm that provides portfolio management for individuals and small businesses and offers pension consulting services. The firm operates on a fee model that combines a percentage of assets under management with hourly billing for consulting or advisory work. SCS does not identify as an active ESG investor and is not listed as a multi-state adviser. Investment activity centers on discretionary portfolio management with a clear tilt toward exchange-traded securities. Given the client base of individuals, families and small businesses, the firm appears to emphasize tailored, account-level solutions rather than one-size-fits-all model portfolios. Its pension consulting work indicates capability to advise on liability-driven planning and institutional-style allocation questions, though the bulk of reported assets are held in retail-accessible, exchange-traded vehicles.

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Public Holdings

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Location & Offices