Investing

 

SciVest offers three suites of investment strategies from which to build your SMA:

(1) Global Asset Allocation Portfolios;
(2) Individual Stock Portfolios; and
(3) Income & Diversifier Portfolios.
SciVest Direct Portfolios 2026-07-13
Investment Principles
Core Investment Principles

With decades of academic and practitioner research, as well as extensive live portfolio management experience, SciVest has developed a comprehensive set of 14 investment principles to manage our clients' portfolios.

Learn more about our philosophies and beliefs!

Core Investment
Principles
Asset Allocation Portfolios
Asset Allocation Portfolios

SciVest has created ten (10) unique, balanced, global Asset Allocation Portfolios that allow you to choose a portfolio that best fits your particular investment goals and risk profile. Each SciVest Asset Allocation Portfolio offers the best level of long-term expected return for its targeted risk profile for the then current economic and market environment. Discover more today!

Asset Allocation
Portfolios
Individual Stock Portfolios
Individual Stock Portfolios

SciVest has created ten (10) Individual Stock Portfolios established from four (4) unique, proprietary, equity-based, investment strategies each specifically designed to meet specific investment objectives. As the name suggests, the SciVest Individual Stock Portfolios each hold a number of stocks in specific proportions to form an overall portfolio. Explore our individual stock portfolios! 

Individual Stock
Portfolios
Putting It Together
Putting it Together

Following a thorough onboarding discussion, SciVest will evaluate a client’s investment objectives, risk tolerance, time horizon, and overall financial health. Collaboratively with the client, we will design a unique portfolio combination that optimally aligns with the client’s goals, liquidity requirements, and tax considerations. Uncover the secrets of combining our various portfolios! 

Putting It
Together