Expand Your Knowledge

How a Model is Created from Start to Finish

How a Model Makes a Selection

How a Portfolio is Constructed

All on one page ›

Want to learn more about Advisor Research Technology? Just send an email to info@scofieldandcompany.com.

If you are an Advisor who would like to bring more value and build greater wealth for your investors, please fill out and submit the form below.

Personal Information

* = Required Information

* Full Name: 

Company Name: 

Broker/Dealer Name: 

* Business Phone:  

Business Fax: 

* Business Email: 

Other Email: 

* Business Address: 

Broker/Dealer Address: 

Are you currently an RIA?: 
  Yes  No

Are you interested in a software Web demonstration?: 
  Yes  No

Financial Information

Assets under management: 

Estimated assets to be managed by models: 

Currently used Mutual Fund Families: 

Currently used Variable Annuity Companies/Products: 

Scofield & Company, LLC
4040 Embassy Parkway
Suite 350
Akron, OH 44333
Phone (330) 668-2616
Fax (330) 668-2064
info@scofieldandcompany.com