Strategic Capital Allocation Group, L.l.c.

Strategic Capital Allocation Group, L.L.C. (SCA Group) is a registered investment adviser founded in 2001 by principal owner Brian Hunter. The firm specializes in managing discretionary and non-discretionary client assets, with a focus on maximizing diversification across uncorrelated risks. SCA Group offers the Quatrain Multi-Asset Solution (QMS) as a core portfolio strategy, tailored to each client's objectives and risk tolerance. The minimum qualifying assets for non-discretionary clients are typically $5,000,000 for high net worth individuals and $50,000,000 for institutions, while discretionary clients require $250,000 for individuals and $1,000,000 for institutions. SCA Group charges non-discretionary clients an annual Investment Strategy Services fee based on the market value of assets, with fees invoiced quarterly in advance. The firm does not participate in performance-based fees and provides quarterly investment performance reports to clients. SCA Group's investment strategies aim to maximize diversification and manage risk using proprietary computer programs like Quatrain and Profiler. The firm does not have custody of client funds and accepts discretionary authority to manage securities accounts, primarily focused on QMS. SCA Group emphasizes ethical conduct, with a Code of Ethics in place to ensure client interests are prioritized. Clients can expect thorough portfolio reviews and performance reporting on a regular basis.