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Scundi Investment Management, LLC is an independent, registered investment advisory firm providing excellence to our clients financial lives,striving  to build and preserve wealth with our insight and enhanced diversification models.

Experience

               Scundi Investment Management, LLC                            Cupertino, California
                         Wealth Advisors

The most important thing is to define your goals

What Really Matters

SIM is at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty everyday!

Independent 

Free from outside influences. Independently owned. Our advice is intended to exclusively benefit our clients.

Disciplined

Markets may become irrational; our approach remains consistent and practical.

Objective

Not transaction based investment advice. We are a fee-only investment advisor.

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Dedicated

Our investment professionals are committed to completely understand our clients investment goals and objectives.

Ethical

Our firm was founded on ethical practices that strive to exceed our clients' expectations.

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