Why Choose SCC

At Steven Charles Capital, our entire focus is on providing for our clients.

Our goal is to provide:

1. Security – Through our tried and true investment principles
2. Service – Through our individual-focused approach
3. Savings – Through our no-nonsense fee structure

SECURITY

Our clients trust us with their financial futures, and we believe that their financial security is our responsibility. Therefore we focus on delivering individual investment strategies that give our clients the best opportunity to increase the value of their assets, while minimizing their exposure to the risks of the financial markets.

• We build individual, customized, diversified portfolios for each client
• We focus on consistent, dependable long-term asset growth
• Our investment strategy is focused on finding great companies that are undervalued in the marketplace
• We invest in companies that have great management teams, have historically exceeded the market’s expectations, and have a solid current cash flow position
• We buy companies we believe in and hold them for the long term, minimizing transaction costs and tax exposure
• We don’t invest in commodities or options

SERVICE

We look at our client’s financial health in the same way that a doctor looks at his patient’s physical health. Every client/patient’s situation is unique, and therefore requires individual attention. We work tirelessly to insure that each individual portfolio is given the absolute best care available. We believe in spending a lot of time with our clients so we know and understand their personal needs. We know that this type of relationship isn't the norm, but our clients deserve better than the norm.

• We are a concentrated, focused, asset growth firm
• We have limited our number of clients so that we can focus on delivering the service level that high net-worth clients demand
• We actively manage our accounts on a daily basis, constantly exploring new opportunities
• Clients interact with the decision makers, not front-line brokers
• Personal six-month portfolio reviews with each client
• Our investment research team is very accessible to answer specific investment questions

SAVINGS

Our no-nonsense fee structure is based on our belief that we are partners with our clients. Our revenues only grow if our clients’ assets grow. What better incentive could we have to improve our futures together?

• Fee Schedule: 1% of the first $1 million, plus .8% of the next $9 million, plus .6% of amounts in excess of $10 million
• The only way our revenues grow is if our clients assets grow
• Because there are no external managers (i.e., mutual funds), there are no incremental fees