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WelcomeScofield and Company, LLC provides investment research services to a select group of investment advisors around the country. Our research uses sophisticated computer algorithms and on-line databases to put powerful tools to work for the Advisor. The system is designed to analyze the financial markets and develop complex active allocation models in an effort to reduce volatility and provide competitive returns. As the economy experiences cycles in various sectors of commercial growth, the financial markets often respond to those cyclical movements. These cycles create identifiable trends and our intention is to actively track those trends for the purpose of creating valuable information for investment advisors and their customers. We invite you to review the following pages which lend a better understanding of our investment philosophy and style. We disclose to you the most valuable part of this investment process is the investment advisor that reviews and analyses the daily data on your behalf. After all, the ability to comprehend and apply the knowledge gained from our data is the most important ingredient and has the largest effect on your portfolio's bottom line. More › |
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Once a model has been issued to the available inventory, it becomes available to select Investment Advisers that have been trained on various characteristics of model performance. This includes: risk assessment, objectives, overlap identification, minimum holding periods and investment trading procedures. |
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