SCS Financial
Investment and wealth management firm serving families, family offices, and institutional investors, managing approximately $30 billion in assets.
2002
Employee-owned
Customized to clients' risk tolerance, focusing on minimizing volatility, liquidity needs, and downside risk.
Boston, Ma, United States
About
Mission
Our philosophy centers on prioritizing our clients' interests, ensuring that their financial well-being is at the forefront of everything we do.
Values
Trust, client-alignment, transparency, collaboration, and performance excellence.
Participant Demographics
Serving ultra-high-net-worth families, family offices, and institutional investors.
Track Record
Team Experience
Emphasis on experienced professionals with decades of expertise.
Notable Achievements
Managing $30 billion in assets with industry leadership.
Project Track Record
Focused on creating customized portfolios and long-term wealth compounding.
Get Full Profile
Access complete investment history, team details, portfolio companies, and direct contact information.
Unlock Full AccessHeadquarters
Boston, Ma, United States
Legal & Compliance
SEC-registered
No legal or disciplinary history.
Access 150,000+ investor profiles
Get complete access to our database of investment firms with detailed profiles, contact information, investment preferences, and AI-powered matching.