Asymmetric Risk/Return Investment Strategy 

We work tirelessly in the markets every day to identify compelling investment opportunities for our clients—opportunities where we believe the reward far outweighs the risk. This is our bread and butter. These opportunities are described as “asymmetric” in terms of their risk/return profile. Once an asymmetric opportunity is identified, we concentrate our capital in the investment to maximize our probability of achieving the highest return. We build model portfolios using these asymmetric opportunities which can be invested across multiple client accounts.

How is this different?

Traditional advisors believe in the “efficient market hypothesis,” which states that all investments have a proportionate amount of risk vs. return, a.k.a, they’re “symmetric.” Under this assumption, nobody can outperform the market—so instead of even trying to find compelling opportunities, they allocate your dollars across thousands of investments regardless of whether each individual investment is good or bad from a risk/return perspective.

In simple terms: traditional advisors don't even try to beat the market, they accept average returns.

Why do they do this?

Because it’s easier. Advisors earn a fee regardless of the return they achieve for their clients. So why work harder when they will earn a fee regardless?

What’s worse, is if an advisor ever tries to outperform the market, they will typically outsource the investment function to an investment specialist, like a mutual fund, ETF, or hedge fund—which charge another separate layer of fees.

Instead of outsourcing, we build custom model portfolios in-house which are free of charge to our clients.

Why do we work harder?

We work harder because our money is invested alongside our clients in the same strategies. It’s in our best interest—as well as our clients—to find the best investment opportunities every day. The way we see it, we make money from our investments not our clients. Our personal investment track record speaks to this thesis.

Low minimums

We know that in today's world it can be difficult to find excess capital to invest. At the same time, every dollar you can dedicate towards growth goes a long way towards your financial goals. For that reason, we have adopted a low investment minimum amount to help younger investors enter the market. With a starting minimum at $20,000, we challenge you to find other advisors who are on the same page as us. 

You are more than a client

Scope Wealth Management believes that a client isn't just an allocation and a fee; it is the beginning of a long lasting relationship. We strive to know our clients and be there when you need us. Not just as your financial advisor, but as your friend. We know that this doesn't happen overnight, which is why we strive to maintain open relationships and dedicate our time and resources in building a mutual partnership.