Invest In Your Future

It's one of the most important things we can do, but it's also the most overlooked. Here at Scundi Investment Management, LLC we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you.

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Building Your Wealth

We can help you get the most out of your 401k!

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               Scundi Investment Management, LLC                            Cupertino, California
                         Wealth Advisors

www.401kadvise.com

Call us today!

​408-973-7838

Do you spend more time planning a vacation for your family than you do for your retirement?

Welcome to Scundi Investment Management, LLC (SIM.)  With today's complex and fast paced investment environment, your portfolio requires more than a passive asset allocation and risk modeling approach for success.

SIM provides the answers to many questions regarding the limits of your investment approach. We provide a comprehensive investment management program tailored to the needs of each unique individual client.

We understand that many investors may lack the time, knowledge, skill, or commitment level necessary to take an active approach with their investments. Maintaining an active and balanced investment philosophy will be critical to your long-term investment success. Strong investments are made on simple principles!