Scot McLeod

My Background

I manage our clients’ investment portfolios with a value bias, seeking attractive risk-return opportunities whether the goal is capital preservation or enhanced growth. I start with bottom up stock analysis and examine quality businesses through the lens of macro-economic trends and changing industry dynamics. If we can limit losses in difficult market environments, our portfolios can outperform the indices over time. We take great pride in our ability to foster multi-generational success for wealthy families and enjoy coaching and mentoring the younger generation.