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Stevenson Capital Management, Inc., (SCM) is a Registered Investment Advisor specializing in large-cap stocks. The firm identifies companies in "essential industries" that have conservative balance sheets and purchases them at reasonable prices relative to their growth rates.

SCM also looks for "special opportunities" having the potential for above-market returns with minimal downside risk and sells call option contracts against portfolio positions to reduce volatility and generate income.

SCM seeks current income, long term growth of capital, and tax efficiency through low portfolio turnover.

 

For performance and fee information or to request an ADV, contact Lee A. Scundi at 408-973-7849.