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Shelter Cove Capital

Simplevest Portfolios ™. Our ideas lead to your success - - - - -. Our Expertise Working For You. Of course, if you want a solution that's individualized to your needs, we can do that too. Talk with us about how we can build a portfolio that takes the right risks to get you the outcome you want. Whether you have a highly concentrated portfolio, need a custom solution that helps you manage taxes or you want to try to outperform the broader market, we can help. Find out more about our Philosophy.

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Simplevest Portfolios ™. Our ideas lead to your success - - - - -. Our Expertise Working For You. Of course, if you want a solution that's individualized to your needs, we can do that too. Talk with us about how we can build a portfolio that takes the right risks to get you the outcome you want. Whether you have a highly concentrated portfolio, need a custom solution that helps you manage taxes or you want to try to outperform the broader market, we can help. Find out more about our Philosophy.
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Shelter Cove Capital | scadvisors.com Reviews

https://scadvisors.com

Simplevest Portfolios ™. Our ideas lead to your success - - - - -. Our Expertise Working For You. Of course, if you want a solution that's individualized to your needs, we can do that too. Talk with us about how we can build a portfolio that takes the right risks to get you the outcome you want. Whether you have a highly concentrated portfolio, need a custom solution that helps you manage taxes or you want to try to outperform the broader market, we can help. Find out more about our Philosophy.

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1

Shelter Cove Capital

http://www.scadvisors.com/customized.php

Simplevest Portfolios ™. 401K's, IRAs or Active Management. We take inventory of your finances and investment positions. Sometimes, we find that everything is in order and we don't need to make any changes. If that's the case, we don't do anything. We sit down with you to come up with a plan that will help you meet your goals. Our work starts with a detailed discussion about what you want to achieve and what risks you're willing to take. Or we may work on a custom plan. Whether you stick with one of our ...

2

Shelter Cove Capital

http://www.scadvisors.com/index.php

Simplevest Portfolios ™. Our ideas lead to your success - - - - -. Our Expertise Working For You. Of course, if you want a solution that's individualized to your needs, we can do that too. Talk with us about how we can build a portfolio that takes the right risks to get you the outcome you want. Whether you have a highly concentrated portfolio, need a custom solution that helps you manage taxes or you want to try to outperform the broader market, we can help. Find out more about our Philosophy.

3

Shelter Cove Capital

http://www.scadvisors.com/simpleports.php

Simplevest Portfolios ™. 3 Separate investment models with one goal in mind. Take the complexity out of investing by focusing on what really matters. Regardless of how much money you have, everyone should be investing their savings. It's the best way to ensure that you can keep pace with rising costs, future spending needs and more. Sadly, most people are frightened by investing, or they think it's too boring and they wind up doing something else with their time. We think bonds are more risky than they h...

4

Shelter Cove Capital

http://www.scadvisors.com/fees.php

Simplevest Portfolios ™. Simplevest Portfolio™ Fees. Our independence also means that we do not, unless otherwise indicated, receive any compensation from any entity other than our clients. Less than $499,999. 500,000 - $999,999. 1,000,000 - $4,999,999. More than $5,000,000. Accounts that have a value above $1,000,000 are negotiable depending on the size and complexity of the account. Initial purchase of the balanced fund. Annual fees for 12 months of ETFs. Our fee for 12 months. Shelter Cove Capital 2012.

5

Shelter Cove Capital

http://www.scadvisors.com/disclosure.php

Simplevest Portfolios ™. These aren't just words on a page. It's how we treat every client. Every investment advisor should have a code of ethics that defines the ways in which they and their company protect the client's interest. Many advisors have them and sign them every year but few are willing to let you see them. These are ours. A PDF copy of this code is available here. You can find our Form ADV disclosure here. We are fiduciaries. It is our duty to put our clients' interests above any other.

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Simplevest Portfolios ™. Our ideas lead to your success - - - - -. Our Expertise Working For You. Of course, if you want a solution that's individualized to your needs, we can do that too. Talk with us about how we can build a portfolio that takes the right risks to get you the outcome you want. Whether you have a highly concentrated portfolio, need a custom solution that helps you manage taxes or you want to try to outperform the broader market, we can help. Find out more about our Philosophy.

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