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Welcome

Scofield and Company, LLC uses model technology to help clients actively manage their portfolios. The firm uses sophisticated computer algorithms and on-line databases to put powerful tools to work for the Client. 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 consideration for the potential investment of client assets.

We invite you to review the following pages which lend a better understanding of our investment philosophy and style. The ability to comprehend and apply the knowledge gained from our data has been a bright spot for our services to public customers. We are proud to be able to offer a unique process that allows for vast amounts of statistical data to be gathered, organized, reviewed and researched in a fraction of the time it took five to ten years ago. We hope to continue to make those improvements in the next five to ten years and believe every market environment offers opportunities for profit.

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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.