Your Personal CFO

The Fiduciary Difference

We can act as your own personal Chief Financial Officer (CFO). We believe the following are the most important criteria in selecting your CFO:

Fee-only, fiduciary where client’s needs come before the firm’s
Solutions customized to the unique needs of the client
Experience
Education and credentials

With SC Capital Advisors, you can be certain that the advice you are given is based truly on your needs, goals, and individual circumstances. Unlike the typical Wall Street brokerage firm, we don’t have “production” goals or sale quotas. We don’t sell any financial products or accept any commissions from transactions. We are truly a fee-only fiduciary and are interested in helping you accomplish your goals.

Work with a CFA charter holder

Through its education, standard setting, and advocacy programs, CFA® Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment adviser. When you work with a Institute charter holder, you benefit from:

Proven expertise. Anyone can call themselves a financial adviser. When you work with a CFA charter holder you gain confidence that your adviser has achieved one of the highest distinctions in the industry, conferred upon a select group of rigorously trained professionals.

Strong global investment knowledge. Recognition of the CFA® Program’s globally relevant Candidate Body of Knowledge makes the CFA designation the mark of distinction for investment professionals worldwide.

Institutional-level investment credentials. CFA charter holders are highly prized by institutional money managers as investment analysts and strategists, pension fund managers, and mutual fund portfolio managers. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.

“Our goal is to help every client live a financially stress-free life to the maximum extent possible.”

--Dana L. Crosby, CFA, CFP®