CORPORATE RETIREMENT PLAN MANAGEMENT SERVICES

SCM provides both equity and fixed income portfolio management of corporate retirement plans. Our services include:

·	Complete trust accounting prepared for your plan administrator and auditor.
·	Accurate reporting of the portfolios annualized rate of return.
·	Trustee assistance in meeting fiduciary obligations under ERISA.
·	Trustee meetings are conducted and documented and proxy votes are made and recorded as required by the Department of Labor.
·	Participant educational meetings are conducted and documented as required by newly issued regulations on Section 404C of ERISA.

INDIVIDUAL PORTFOLIO MANAGEMENT SERVICES

SCM provides both equity and fixed income management of individual portfolios. Our services include:

·	Consultations on asset allocation strategies best suited to meet your cash flow requirements.
·	Consultations on general financial matters which effect you, your family, or your business.
·	Consultations with your legal and tax advisor to coordinate your financial strategy.
·	Accurate reporting of the portfolios annualized rate of return.
·	Complete portfolio accounting prepared for your tax professional.