Grow and protect your wealth
With your vision for ‘Today, Tomorrow, and Forever’ and our 160+ years of experience, we can help you plan and manage your wealth to bring your vision to life.
Our approach to wealth
Your wealth needs today will differ from your wealth needs in the future. Our ‘Today, Tomorrow and Forever’ framework manages your portfolio to meet your near term needs, plus grow and protect your wealth for the decades ahead.
Five Wealth Principles
How you manage, grow and protect your wealth is important. Our five guiding principles ensure your investment decisions stay robust and consistent throughout your wealth journey.
Discipline helps maintain consistency in your investment decisions.
Diversification ensures you manage and reduce risk in your portfolios.
Time in the market ensures a long-term view and consistent returns.
Risk and return ensures the risk is worth the return for your investments.
Protection ensures you are protected against unexpected events.
Our wealth advisors follow an ongoing five-step advisory process as they guide you through your wealth journey.
SC Wealth Select can help grow, manage and protect your wealth.
Understand your needs, preferences and goals better.
Design diversified portfolios tailored to your needs.
Put your portfolio into action seamlessly and efficiently.
Monitor & review
Regularly review and rebalance your portfolio.
Our approach to managing wealth
Wealth advice made to matter
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