Financial Advisor
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How Investment Advisors Use Scofield & Company Research
Once a model has been issued to the available inventory, it becomes available to select Investment Advisors that have been trained on various characteristics of model performance. This includes: risk assessment, objectives, overlap identification, minimum holding periods and investment trading procedures. Scofield & Company, LLC provides research tools for a select grouping of investment Advisors. Once the model construction is completed by the investment technology team, the individual investment Advisor is solely responsible for the selection and production of portfolios of models. This is often accomplished by the investment Advisor's acute understanding of the client's end goals, objectives and risk parameters. Only the representative has the ability to assess what models are suitable for a specific client. Scofield & Company, LLC does not offer individual suitability determinations for Investment Advisors. Therefore, the investment advisor's understanding of a client's wants, needs and risk assessment is paramount to managing a portfolio of models on the client's behalf. Make no mistake, the most valuable part of this modeling system is the investment advisor making daily decisions with regard to suitability and risk/reward decisions. This is specifically why you won't find Scofield & Company, LLC technology in the hands of every financial professional. Advisors that use our technology must have a deep desire to perform a daily assessment of a client’s holdings and be willing to spend time training on items such as data maintenance in order to maintain accurate model signals. Additionally, most Advisors we work with make significant investments in technology tools to aid them with the management of the modeling system. These items coupled with multiple other lists of priorities when using the Scofield Technology lead to a commitment and investment that few Advisors are willing to perform. Below is a national listing of office locations that represents areas of the country that has an approved Investment Advisor that uses our technology to aid them in daily management of client portfolios:
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