SCS Financial is an independent investment and wealth management firm based in Boston, founded in 2002. The firm offers investment management services to a diverse clientele, including families, family offices, and institutional investors across the United States, Europe, and Asia. SCS Financial operates under a fiduciary model, emphasizing a conflict-free, open architecture approach to investment management. Its services encompass elite wealth counsel and comprehensive client service operations, aimed at delivering tailored financial solutions to meet the unique needs of its clients.
Chief Investment Officer and Chair of Investment Committee
Peter Mattoon
Co-Founder and Executive Chairman
1 past transactions
Matheys Lane Capital Management
Acquisition in 2021
Matheys Lane Capital Management is an investment advisory firm based in Providence, Rhode Island, established in 2008. The firm specializes in providing a comprehensive array of investment advisory, financial planning, and customized wealth management solutions tailored to ultra-high net worth families and family offices. Managed by an experienced executive team, Matheys Lane focuses on delivering personalized services that meet the unique financial needs and goals of its clients. As a Registered Investment Adviser, the firm is committed to maintaining high standards of professionalism and fiduciary responsibility in its advisory practices.
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