Investments and Advising

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Scott Michaels & Company, Inc. is a full service financial services firm. We are an independently owned and operated branch office of E1 Asset Management(member FINRA/SIPC), where we share a common mission which forms the foundation of the company — to help our clients reach their financial objectives.

Scott Michaels & Company helps individuals, public and private companies, and a variety of organizations recognize financial opportunities that meet their investment goals by providing them with highly individualized and professional investment advice.

Please reach out to us to learn more about what we can do for you.

Our investment philosophy is client driven rather than one size fits all. Asset allocation and investment selection is always carefully based on the individual goals and specific and unique needs of each of our clients.

We review the client’s investment style, risk tolerance, and income and net worth positions in order to create an optimized and individualized portfolio. We also use a structured framework in order to evaluate and monitor asset allocation on a continuous basis.

As economic and market cycles drive prices and create inefficiencies, we frequently focus our attention on investments that others may have overlooked.