Asset and Wealth Management
Portfolio Management
Separate accounts that offer clients full transparency with assets held at leading custodians
Globally diversified balanced portfolio are the core offering, with customization as needed or requested
Open dialogue between clients and portfolio managers
Quarterly performance reporting and market commentary
Offshore Custody of Client Assets
For clients seeking jurisdictional diversification, we offer the option to custody assets in Switzerland at one of the country's largest Private Banks
Financial Planning
When called upon we will create a lifetime cash flow model that incorporates a client's assets, income and spending goals. We are also able to model client's portfolio sensitivity to market movements and economic events
Retirement Solutions
We work with you to understand your life goals and develop a personalized and comprehensive retirement wealth strategy:
401(k) rollovers
Traditional IRA, Inherited IRA and Roth IRA plans
Existing 401(k) account advice
Individual 401(k) or SEP IRA for small business owners
Common Questions
Do I qualify for any Catch-up provisions?
Am I eligible and how can I optimize charitable contributions from my IRA?
Does the new SECURE Act affect me?
How do I manage RMD’s?
How do I minimize cost and maximize savings?
Am I invested for growth, income or dividends?
SSCA Can Help:
Prepare and implement concrete steps
Recommend appropriate investments and provide ongoing advice
Understand options and any advantages to rolling from a 401(k) to an IRA
Analyze for cost savings
Understand, quantify and aim to optimize retirement income
Manage RMD solutions
We can prepare a 360 financial analysis of all your investments and help you create a sound strategy to incorporate your retirement accounts into your overall, comprehensive plan.
Referrals to:
CPAs
Estate Planning Experts
Medicare Experts
Offshore Trust Formation and Administration Experts