Where are you located?

We are located outside of Philadelphia, Pennsylvania.

Will you manage an account for me?

Currently, Scotia manages assets directly for only a few select clients. Our minimum for direct investment is $500,000 per client/household, and a direct relationship is contingent upon determining that we are the right fit for a prospective client and they for us.

However, some of the investment strategies that we employ for our clients are available through certain investment advisory firms for which we have a high regard and who offer balanced and objective investment advice about Scotia and other investment alternatives. If you want contact information, please call us and we can direct you according to your specific needs.

Are you a hedge fund?

No. we do not operate or manage a hedge fund. 

Where are your performance results listed?

We do not list our performance results here. Why should you believe what we tell you, anyway? The models that we offer are tracked and verified by Theta Investment Research. In the interest of full disclosure, however, we will mention that Theta is owned by a different branch of the same Montgomery family that owns and runs Scotia. If you would like to see our performance and risk statistics, contact us and ask for a guest pass to the Theta site where you will be able to view the historical performance accounts that have been traded in real time with real money.

What investment objectives do your models attempt to attain?

Each of our strategies begins with an investment philosophy. Building on those underpinnings, Scotia develops relative return strategies and absolute return strategies. See our Investment Philosophy and Investing pages for more information. We believe that all of our strategies are best utilized as part of an overall investment strategy that employs several investment approaches across several markets. Our different strategies have been developed to fit well along side one another. Scotia never recommends that any one of its models be used as a singular approach to portfolio management either for the investing professional, the individual investor, or Manager of Manager Advisory firms. Performance should be measured according to an investors Minimal Acceptable Rate of Return. For example, if you need 20% annualized return to achieve your investment objectives (then you waited too long or saved too little), anything less than this is going to be insufficient.

What is with the little pictures in your sidebar?

A good friend and artist, Ryan Estes, has graciously allowed us to link to some of his photographic artwork just to make our site nicer and more fun to look at. We spend a lot of time here and we enjoy seeing his pictures.

Can I visit your office?

Yes, just remember the rules:  Guys, no ties allowed. Gals: no high-heels allowed. We appreciate help with the care and feeding of our programmer, so bring Dunkin Donuts coffee (large, cream, no sugar) and pizza. If you want the royal treatment, call ahead so we can clean up.

Can you explain the different crests and shields you display on your site?

The shield is the Montgomery family Coat-of-Arms whose symbols are meant to show the French-Norman origins and the strength and power of the Montgomery clan. The crest depicts a lady holding an anchor in her right hand and a severed head in her left. We don’t know why the Montgomery clan uses this crest, but we think it is pretty cool. The clan motto, “Garde Bien” means Watch Well and serves as a reminder of the way we approach our management of client money.