Scott Hedgcock

Former Associate-Private Client Services at Coldstream Wealth Management

Scott Hedgcock

Scott Hedgcock

Former Associate-Private Client Services at Coldstream Wealth Management

Overview
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Founder, President & Portfolio Manager at Timberline Investment Management LLC

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Business Development Officer at Coldstream Wealth Management

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Coldstream Wealth Management

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Wealth Planner at Coldstream Wealth Management

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Paraplanner at Coldstream Wealth Management

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Former Private Client Services Associate & Team Lead at Coldstream Wealth Management

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Chief Compliance Officer/Managing Member at Summa Global Advisors LLC

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Private Client Services Associate at Coldstream Wealth Management

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Private Client Services Associate at Coldstream Wealth Management

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Senior Private Client Services Associate at Coldstream Wealth Management

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Scott Hedgcock
Former Associate-Private Client Services at Coldstream Wealth Management
Education

POST-SECONDARY EDUCATION IN A CHRISTIAN ENVIRONMENT

Career History
Associate-Private Client Services
Prior

Coldstream Capital Management's (CCM) investment approach carefully combines and re-balances non-correlated assets, seeking to reduce risk and capture returns. The asset classes and investment vehicles they advise on and use in client portfolios include: Domestic, International, and Emerging Markets; Large- to Small-Cap Stocks; Fixed Income Instruments (from High Yield Corporate Bonds to Municipal Bonds and Treasuries); Alternative Investments, including Absolute Return and Directional hedge fund strategies, Venture Capital, and Leveraged Buy-Outs; and Tangible Assets, including both public and private real estate, commodities, and other natural resources.CCM's Dividend Growth Strategy consists of building individual-issue common stock portfolios designed to provide meaningful dividend income while maintaining exposure to the market. It focuses on investing in large-cap common stocks (primarily domestic securities but may include ADRs) that provide strong growth potential and attractive dividend and yield opportunities, and seeks to create a portfolio structure that is less volatile and more predictable than the overall stock market.The firm's Dividend Growth Small and Mid-Cap Strategy (DG SMID) invests in companies with a history of raising dividends and the potential to continue growth of dividend payments at a rate greater than market average. The strategy primarily invests in small and mid-cap companies which are evaluated and ranked within their sectors according to their relative dividend yield, dividend growth, dividend consistency, valuation, free cash flow, and payout ratio. The strategy is sector neutral to the S&P Completion Index. The DG SMID strategy is used in individual portfolios.For their Tax-Managed Equity Strategies, CCM builds equity portfolios designed to track the S&P 400 Index, S&P 500 Index or S&P 600 Index with minimal dispersion, but strives to yield higher total after-tax returns vs. a passive index. Securities in this strategy are separately owned and managed in the investor's name, allowing for flexibility in tax management.In addition, CCM offers access to external money managers, mutual funds, and equity or indexing strategies, for various investment disciplines as desired by the client and when appropriate for the client's situation.The firm's Global Fixed Income Strategy seeks to assess the overall direction of interest rates and determine position durations accordingly. We analyze the yield curve to determine advantageous portfolio construction. They determine the relative attractiveness of corporate vs. municipal and government and/or government agency securities. These strategies include: Strategic Municipal Income, Limited Maturity Municipal Bond, Intermediate Municipal, and Income Opportunity.CCM partners with Nuveen Asset Management for strategic yield curve positioning and tactical duration. The firm uses Nuveen's agnostic approach to analyze credit quality when selecting bonds, and their partnership allows for access to all areas of the municipal market and for the efficient pricing power.The Municipal Bond Strategy may be used in individual portfolios. In addition to separately managed accounts CCM builds and manages individual-issue corporate, US Treasury, and municipal bond portfolios customized to a client's specific diversification requirements, income needs, time horizon, tax considerations and state of residence.

Other Affiliations

Scott Hedgcock is affiliated with Coldstream Wealth Management

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