SCS Financial is an ultra-high-net-worth advisor and hedge fund-of-fund manager.
SCS serves families, family offices and institutional investors through a conflict-free, open architecture business model. The company is based in Boston and was founded in 2002 by five partners, including Pete Mattoon, the company’s CEO.
INDUSTRY KNOWLEDGE & NETWORK
Stone Point leveraged its network of relationships with clients, product manufacturers and “centers of influence” to help SCS launch and grow its NYC office.
INTRODUCTION TO CLIENTS & PARTNERS
Stone Point leveraged its network of relationships with current and former portfolio company executives and other high-net-worth individuals to augment SCS’s client base.
BUSINESS & PRODUCT DEVELOPMENT
Stone Point introduced several high quality, specialized asset managers to the company’s investment management division, which helped the company build diversified, balanced and specialized client portfolios.