Strategic Capital Management LLC B Erik Stafford Mark Mitchell Todd Pulvino
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Problem Statement of the Case Study
Strategic Capital Management LLC (SCM) is a small-sized boutique firm established in the year 2006. Founded by B Erik Stafford Mark Mitchell Todd Pulvino, the firm provides wealth management services to high-net worth individuals. SCM works with a team of experienced financial advisers, who are knowledgeable about different financial and investment strategies and tailor their advice accordingly. The firm takes into consideration various factors, including clients’ individual situations, investment goals, and time horizon, to develop customized investment
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