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INVEST

Portfolio Management  
Retirement planning

income generation

tax management
​risk management

concentrated equity strategies

estate planning

socially responsible investing

First off, we take a fiduciary responsibility to put our client's needs first. After reviewing your current investments, tax situation, income needs and goals, we work with you to establish an investment policy statement that sets the defined parameters and asset allocation mix under which your account will be individually managed.

We will take into consideration your tax consequences and will track cost basis information on positions that are transferred to us. Your acconts will hold individual securities(stocks and bonds) and/or exchange-traded funds(ETF's) Your account will be housed at a major investment custodial firm.

As for reporting, you will receive trade confirmations, monthly statements and quarterly statements of all account activity from your custodian. In addition, SIM will send quarterly reports and year-end tax reports. Within the quarterly reports, your performance will be shown on a time-weighted rate of return on a year to date basis, net of fees.

               Scundi Investment Management, LLC                            Cupertino, California
                         Wealth Advisors