Getting started with SCM
Getting started with SCM is a simple process:
- We will provide you with the relevant documents for signature, depending upon your individual situation.
- Once the signed documents are received, SCM will design an individualized portfolio management strategy for you using your investment goals and simulations of various management strategies.
- You will either open a new E*TRADE account or designate an existing E*TRADE account for management by SCM. The contract documents give SCM permission to execute trades within your E*TRADE account in accordance with your portfolio management strategy.
- SCM will provide you with quarterly updates on your portfolio performance.
- When questions arise, contact us.
Note: SCM can manage 401K or IRA accounts just as easily as traditional investment accounts. The long term, tax advantaged nature of these account often allow a more aggressive investment strategy.
If you are ready to open an account with SCM:
- open the new client questionnaire
- complete the questionnaire, and
- fax it toll free to SCM
See our brochure for disclosure information and more details about our services. |
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| SCM is committed to our client's success in the stock market. Our goal is to achieve extraordinary long term returns for each and every one of our clients. |
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The American Association of Individual Investors (AAII) designated Stockworm as a 'top pick' for stock valuation and ratings in 2004. |
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