Overview
Brian Hunter is the principal owner of SCA Group. SCA Group has been in business as a
registered investment adviser since October 1, 2001. As of March 31, 2024, SCA Group is advising
on $3,287,989 of discretionary Client assets and $7,500,000,000 of non-discretionary assets.
A Client may choose to engage SCA Group on either a discretionary or non-discretionary basis or
both.
It is the professional intent of SCA Group to attempt to design Client portfolios that maximize
diversification across relatively uncorrelated risks in a way that is compatible with each Client’s
objectives and tolerance to loss. Even so, there can be no assurance that any specific investment
will either be suitable or profitable for a Client’s portfolio and that there is always the possibility of
loss of capital. No Client or prospective Client should assume that any information presented in this
document serves as the receipt of, or a substitute for, personalized individual advice from SCA
Group.
SCA Group’s patented and proprietary computer programs assist SCA to create hypothetical
portfolio allocations used to tailor suggested asset allocation for each Client. Each non-
discretionary Client may impose restrictions on investing in certain securities or types of securities.
Factors of qualitative and quantitative research (due diligence) are considered in such hypothetical
allocations.
Strategic Capital Allocation Group LLC (SCA Group) will provide quarterly education, advice and
investment management
primarily to institutions and high net worth individuals. Broadly, SCA
Group’s services will include asset allocation strategy, the identification and selection of investment
managers, Exchange Traded Funds (ETFs), Master Limited Partnerships (MLPs), mutual funds,
equities and options for specific investment categories. SCA Group will also provide ongoing
performance evaluation and portfolio monitoring services of the investment managers’ performance
and the performance of ETFs, MLPs, mutual funds and options. Non-discretionary Client’s will
contract or invest separately with each investment manager or investment they decide to use.
SCA Group will also offer education and advice on the selection of limited partnerships investing in
private equity, venture capital, leveraged buyouts, hedge funds and fund-of-funds investment
vehicles. SCA Group will also offer education and advice on ETFs, MLPs, mutual funds, equities
and options.
Another source of information used is SCA Group’s quantitative and qualitative due diligence on
investment funds. This research covers, but is not limited to: prime brokerage services for hedge
funds, background checks on fund principals and support professionals, review of audited financial
statements and review of documents of managers that disclose investment objectives, processes,
risks of the investments, risk management, professional backgrounds of the managers and
professional associations with prime brokers, auditors and legal advisors..