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Sophie Alexandra Mattoon

SCS Capital Management LLC

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About Sophie Alexandra Mattoon

Sophie Alexandra Mattoon is a registered Investment Advisor Representative with SCS Capital Management LLC. Sophie has been in the industry since 2014 and has worked at several firms including Breakaway Ventures, Cue Ball Capital and TB12 in Boston, MA. Sophie also worked at Mrs. Mitchell's Gifts in West Hyannisport, MA. Sophie passed the Uniform Investment Adviser Law Examination (Series 65) in October of 2024. SCS Capital Management LLC is a registered investment advisor with offices in Boston and New York. They offer a range of advisory services, including financial planning, portfolio management, and credit, cash management, and insurance solutions.

Firm Information

Sophie Mattoon is currently registered with SCS Capital Management LLC. SCS Capital Management LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $30.19 billion in assets for individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and sovereign wealth funds and foreign official institutions. SCS Capital Management LLC provides a range of investment advisory services, including financial planning, portfolio management, credit, cash management, and insurance solutions. The firm also selects other advisors for clients.
SCS Capital Management LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$30.19B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sophie Mattoon’s Registration & Firm History

NY

10/09/2024 - Present

SCS Capital Management LLC (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sophie Alexandra Mattoon.
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