How to Invest

To begin investing with Skoufis Capital Management please download and fill out the following 3 forms and upload your account statement:
  1. Schwab Brokerage Account
  2. Schwab IRA Account Application
  3. SCM Investment Adivsory Agreement
  4. Account Statement

Investment Details

ACCOUNT MINIMUM

$200,000

INVESTMENT STYLE

Growth

NUMBER OF HOLDINGS

0-12 Stocks

FEES DEPENDING ON ACCOUNT SIZE

Tiered 1.4% to 2.0%

ACCOUNT TYPES

All Brokerage, Retirement, and Trust Accounts Welcome