Press Release
FOR IMMEDIATE RELEASE
Scott Capital Advisors Launches as Independent Registered Investment Adviser
Family-Run Firm Supports Individuals, Institutions in Creating Strong Legacies
PORTLAND – July 31, 2020 – Scott Capital Advisors, headquartered in Portland, OR, today announced its launch as an independent Registered Investment Adviser (RIA). The family-run firm will continue to work in unison with individuals, families and institutions to help build strong legacies.
Scott Capital transitioned to the RIA structure to support their clients with even more investment resources, tailored advice and personalized service to meet their unique needs and obligations now and for generations.
“As a family firm with more than 30 years’ experience, we recognize the value of building solid futures by helping empower our clients to make the right decisions for the long-term,” said Casey J. Scott, AIF®, who along with Shaughn Scott, CFP®, CIMA® and Jennifer R. Scott, CIMA®, AIF®, serve as partners in the firm. “As a fee-only fiduciary and a multigenerational firm, we combine our common goals, values and responsibility with our diverse strengths and skills to help ensure we are investing objectively and strategically for the long-lasting benefit of our clients.”
Scott Capital has formed strategic relationships with some of the leading providers in the industry, including Fidelity Institutional℠, which will act as the primary custodian for its clients’ investment assets.
“Investors are increasingly turning to their financial advisors for more than money management, seeking advice across all areas of total well-being and focusing more on alignment of values,” said David Canter, head of the RIA and family office segments for Fidelity Institutional. “By becoming an independent firm, Scott Capital is able to bring to market a holistic approach that they believe will help them to best meet these highly personalized needs of their clients. It’s been exciting to help Casey, Shaughn and Jennifer reach this milestone in their family business’ evolution, and we welcome them to the Fidelity platform.”
About Scott Capital Advisors
Scott Capital Advisors, a family-run independent Registered Investment Adviser based in Portland, OR, understands the importance of creating solid legacies and empowers individuals, families and institutions with specialized advice and personalized service to help them make the right decisions for the long-term. For more information, please visit scottcapitaladvisors.com.
About Fidelity investments
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $8.1 trillion, including discretionary assets of $3.3 trillion as of May 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 40,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
Fidelity Investments and Fidelity Institutional (together “Fidelity”) is an independent company, un-affiliated with Scott Capital Advisors, LLC. Fidelity is a service provider to Scott Capital Advisors, LLC. There is no form of legal partnership agency affiliation, or similar relationship between Scott Capital Advisors, LLC and Fidelity, nor is such a relationship created or implied by the information here-in. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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Scott Capital Advisors, LLC is a Registered Investment Adviser. This is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Scott Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Scott Capital Advisors, LLC unless a client service agreement is in place.
Contact:
Casey J. Scott, AIF®
Partner
503-487-0863