SCS Financial Services

EST. AUM
$48,650,197,284

CONTACTS
29

CLIENT ACCOUNTS
713

Firm Details

Metro area Boston
CRD Number 122258
Website scsfinancial.com
Client types

Overview

SCS has over $32 billion in assets under management and offices in Boston, New York and Los Angeles. Research is all run out of their Boston office. The equity exposure of the firm historically leaned toward low-cost, tax-efficient passive strategies including smart beta in the more efficient asset classes. A more recent change has SCS favoring concentrated, high active share equity strategies as a larger percentage of the equity exposure. Prepare yourself for a long due diligence cycle and for deep conversations regarding individual positions. The firm tends to have a very tight list of recommended managers and strategies across public and private equity, fixed income, credit, private real assets and hedge funds. In addition to managing portfolios for high net worth families and institutions, SCS also offers their own set of customized solutions in hedge funds and private investments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SCS Financial Services

Platform Details

Investment Preferences

Alternative Activity

Address

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