Opportunities

• For Investment Advisors
  • Investment Advisor Case Study
• For Single Family Offices
• For Individuals
• For Fund Managers or Business Owners

Strategic Capital Group

Strategic Capital Group (SCG) is an integrated investment management firm that provides a unique set of services for high net worth individuals, family offices, foundations, and endowments. SCG services range from portfolio management to high-end estate planning and tax-efficient charitable giving. Strategic Capital Group currently manages or consults on assets of nearly $700 million and has presented over $2.5 billion in estate plans.

Within 12 months from the program's rollout, SCG grew their assets under management by $100 million and greatly increased client retention and satisfaction.

Aequitas was introduced to SCG in 2009 and worked closely with the firm and their business model. Aequitas created a personalized program that offered unique investment strategies to the clients of SCG, helping the firm retain existing clients, attract new clients and grow assets under management. Within 12 months from the program's rollout, SCG grew their assets under management by $100 million and greatly increased client retention and satisfaction. Aequitas worked diligently with SCG and their institutional custodian, and structured a turn-key program that coordinates between Aequitas, the custodian, and SCG's back end processes, to ensure a lasting relationship.

Since 1997, principals of SCG had offered alternative assets to its clients. The client roster included high-net-worth individuals, family offices, foundations and private charitable trusts. When they were first introduced to the Aequitas family of opportunities in 2009, they recognized the importance of being able to generate equity-like returns in a stable and secure way. SCG identified CarePayment (Aequitas’ hospital-branded, patient-pay finance program) as a unique financing product.

The CarePayment program grew from the realization that the hospital collections of patient pay receivables such as deductibles, co-pays and co-insurance was extremely inefficient, with some hospitals writing off 85% of the value. The program provides hospitals with an integrated and patient-friendly collections program. Moreover, for qualifying patients, CarePayment pays hospitals up front for the receivables. The result is a program that increases patient satisfaction and hospital patient-pay revenue.

The representatives of SCG added $100 million in assets under management in a single year. This feat, along with the interest of existing SCG investors, prompted the firm to increase its allocation in Aequitas’ proprietary investment opportunities from 5 percent of new AUM, to 10 percent of all AUM.

Aequitas continues to support SCG, and other investment advisors  in attracting new clients and bringing assets of existing clients into the investment advisor's portfolio by offering unique investment strategies to their investors.