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- Custodian
- Folio Investments · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-1997
- Office Locations
- 2
Office Locations
About Scott Investment Advisors, L.p.
Scott Investment Advisors, L.P. is a dedicated portfolio management firm offering seven “SAM Portfolios” engineered to target distinct risk/return ranges for retail and institutional investors seeking institutional-style management without large minimums. The process is research-led, blending fundamental security analysis with proprietary quantitative disciplines across global markets and sectors, investing in public securities (ETF-centric in its SMA). Portfolio changes are executed simultaneously to reduce conflicts.
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Owner & Executives
JENNIFER CURRY SCOTT
Advisor, Limited Partner
- CRD
- --
- Ownership
- Less than 5%
STEPHEN COOPER SCOTT
Chief Compliance Officer, Managing General Partner
- CRD
- #1024249
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | $357,143 |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | $357,143 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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