Scott Conyers Capital Management

Wealth Management Firm in McMinnville, OR

Firm Info
Address: 9268 Champoeg Rd NE, Aurora, OR 97002, USA
Phone: (503) 678-6365

Firm Size
Assets Under Management: $100 million
# of Advisors: 1
# of Clients: 40
Client to Advisor Ratio: 40:1
Average Account Size: $2.5 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Scott Conyers Capital Management, Inc. Overview

Scott Conyers Capital Management, Inc. is an investment advisory firm that has been in business since 2005. Based in Aurora, Oregon, the firm offers investment advice to individuals and small businesses. As a fee-based firm, their income is derived from the fees charged to clients based on the assets under management. Their focus is on managing client portfolios to help them achieve their financial goals. As an investment advice only firm, Scott Conyers Capital Management, Inc. provides clients with unbiased recommendations on how to best manage their investments. They work closely with clients to understand their financial goals and risk tolerance before creating personalized investment strategies that help clients reach their objectives. Their team of financial professionals includes experienced advisors who specialize in portfolio management. The firm offers portfolio management services to help individuals and small businesses build, grow, and protect their investments. With their years of experience in the industry, they bring extensive knowledge and expertise in managing client portfolios. Their investment strategies are tailored to each client's unique needs and goals and are designed to deliver maximum returns while minimizing risk. Whether clients are looking to save for retirement, build wealth, or secure their financial future, Scott Conyers Capital Management, Inc. can help.

SCOTT CONYERS CAPITAL MANAGEMENT, INC. is a reputable investment firm that offers services to a diverse range of clients. The firm caters to individuals seeking to invest their hard-earned income, as well as high net worth individuals looking for tailored investment strategies. Additionally, SCOTT CONYERS CAPITAL MANAGEMENT, INC. serves charitable organizations that need sustainable investment schemes to support their operations. With their extensive knowledge and expertise in financial management, the firm can customize portfolios to meet the unique needs of each client. As for fee structures, SCOTT CONYERS CAPITAL MANAGEMENT, INC. offers a choice depending on the service provided. For clients seeking ongoing investment management, the firm charges a percentage of assets under management (AUM). This approach results in a fee that varies according to the value of the investments managed. On the other hand, for more significant client accounts, SCOTT CONYERS CAPITAL MANAGEMENT, INC. offers performance-based fees as an alternative to percentage of AUM fees. This fee structure incentivizes the firm to deliver the best possible investment returns to their clients. Regardless of the chosen fee structure, SCOTT CONYERS CAPITAL MANAGEMENT, INC. is committed to ensuring that their services are cost-effective and aligned with the client's financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to SCOTT CONYERS CAPITAL MANAGEMENT, INC.'s Part 2 Brochure note about investment minimums, there is no explicit minimum account size. However, accounts are accepted if they have the potential to exceed $1 million in approximately five years from additions and capital growth. The firm's client types are characterized in section 4 but no specific investment minimum is mentioned.

How This Office Can Help McMinnville, OR Residents

Scott Conyers Capital Management provides financial planning and investment management services to individuals and families in McMinnville, OR. They focus on creating customized portfolios and long-term financial plans that are aligned with their clients' goals and risk tolerance. Furthermore, their approach is comprehensive, taking into account the complex financial situations that many of their clients face. Living in McMinnville, OR, clients may be dealing with a wide range of financial situations. For example, some may be struggling with debts related to college education, while others could be experiencing difficulty in managing assets that have been inherited. Moreover, many may need assistance in preparing for retirement or navigating the complicated tax laws. Scott Conyers Capital Management has the expertise to address these challenges and others, offering tailored financial solutions designed to help clients achieve their long-term financial goals.

To view the Minimum Investment and Fee Schedule for Scott Conyers Capital Management, Inc., visit their Part 2 Brochure.

Services Offered by Scott Conyers Capital Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Scott Conyers Capital Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9268 Champoeg Rd NE, Aurora, OR 97002, USA
Phone (503) 678-6365
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 9268 CHAMPOEG RD NE, AURORA, OR 97002-8651, United States

This firm has no other locations.

State Registrations

Scott Conyers Capital Management, Inc. is registered to service clients in the following states:

  • Oregon

Disciplinary History

Scott Conyers Capital Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.