At S Capital Management we focus on those areas in which we have earned particular expertise
The Primary Areas of S Capital Investment Expertise
- Private Wealth Management and Asset Allocation: S Capital Management principals are widely known in the area of private wealth management and asset allocation. We are aware that private wealth management is based on individual needs and that taxes and asset transfer issues are critical components of assisting our clients. To that end, we have developed a list of professional that specialize in the areas of taxation and business and estate planning. We work with them or CPAs and attorneys of your choice to ensure independent and coordinated advice.
- Use of Traditional and Alternative Asset Products: Tom and Bob have developed investment programs in the alternative investment space (hedge funds, managed futures, commodity funds) and we continue to create systematic trading systems for our clients.
- Custom Investment Risk Management Products: Over the course of his career, Tom Schneeweis has helped design complex products for the investor and large institutions such as URSA, LLC, Credit Agricole Structured Asset Management and Prudential. His dynamic approach to risk management has been used in a range of investment programs including structured products within the Bank Owned Life Insurance investment space. His approach to use of options in the development of risk managed investment programs provides alternative means to monitor and manage portfolio risk and return.