Investment management in Summerville.
Buy low, sell high. It sounds simple, but most people do the opposite when the market gets scary. We build a portfolio that fits your goals and help you stick with it.
Your portfolio shouldn’t feel like a roller coaster.
One of the most common things I hear is “I don’t really understand what I own.” That changes when you work with us. Every investment comes with a reason, and every account fits one strategy.
We start by finding out how much risk you’re comfortable with. Then we build a diversified portfolio around your timeline and income needs, and we review it on a schedule, not only when the headlines get loud.
- Risk tolerance assessment. How much market movement your plan, and your stomach, can handle.
- Customized allocation. Diversified across asset classes based on your goals.
- Brokerage accounts & IRAs. Traditional, Roth and rollover IRAs under one strategy.
- 401(k) rollovers. Guidance on consolidating old employer plans.
- Annuities, when appropriate. Evaluated as one possible source of guaranteed income.
- Ongoing monitoring. Scheduled reviews and rebalancing as your life changes.
Modern tools, personal service.
Altruist client portal
View your accounts, statements and performance online through our custodial platform.
Client loginRightCapital planning portal
See your financial plan, projections and goals in one interactive dashboard.
Planning loginDifferent types of investments involve varying degrees of risk, and it should not be assumed that future performance of any investment or strategy will be profitable. Asset allocation and diversification do not guarantee a profit or protect against loss.
Why investors choose Scipio Financial
My goal is simple: help you stop worrying about money and start enjoying the life you worked for.
Confidence
You’ve done the work. Now let your plan and your assets work for you.
Security
Knowing you have a plan for what’s ahead and your family is taken care of.
Comfort in retirement
Knowing your income can support the lifestyle you want to live.
Investment management FAQ
How do I know which investment strategy is right for me?
It depends on your goals, risk tolerance and time horizon. We tailor each portfolio to your situation and revisit it as those things change.
What should I do with an old 401(k)?
You can usually roll it into an IRA, move it to your current employer’s plan if allowed, or leave it where it is. We’ll compare fees, investment options and how each choice fits your overall plan.
How often will we review my investments?
We meet on a regular schedule, and we’ll reach out sooner if something changes in your life or your plan.
How is Scipio Financial compensated?
We charge a fee based on a percentage of the assets we manage for you. You can see the full fee schedule here. If insurance is part of your plan, the insurance company pays a commission. We’ll go over all of it before you decide anything.
Let’s see if you can retire with confidence.
The first meeting is complimentary, and there’s no obligation. Bring your questions and we’ll look at where you stand together.
Monday–Friday · by appointment
700 Nexton Square Drive, Box #2
Summerville, SC 29486