SCM Advisors LLC

SCM Advisors LLC

SCM Advisors LLC was founded in 1989 and is based in San Francisco, California. SCM Advisors LLC is a privately owned investment manager. The firm provides its services to foundations, endowments, corporations, multi-employer plans, private clients, high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, state or municipal government entities, and structured financial products. It manages separate client-focused equity and fixed income portfolios. The firm also manages mutual funds for its clients. It invests in the public equity and fixed income markets of the United States. The firm invests in the growth stocks of small-cap, mid-cap, and large-cap companies. For its micro-cap equity portfolios, it invests in companies with market capitalization of $500 million and below. For its fixed income investments, the firm invests in tax advantaged bonds, government securities, investment grade corporate bonds, municipal bonds, mortgages, asset-backed securities, high yield securities, and non-U.S. bonds. It employs fundamental analysis with a combination of top down macro-economic analysis and bottom up issue research to create its portfolios.

Contact Details

Office Address

SCM Advisors LLC
909 Montgomery Street, Suite 500
San Francisco, CA, USA 94133
Phone: (415) 486-6500
Fax: (415) 486-6783

Executives

Chief Strategist

Maxwell E. (Max) Bublitz

Client Communications Manager

John M. Hayes

Business Reviews for SCM Advisors LLC

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