You have   6 free profiles   left this month    Start Your Free Trial ➤
Hey, we noticed you're a RelSci Pro subscriber! Would you like to view the page there? View on RelSci Pro ➤

Scott Hedgcock

Former Associate-Private Client Services at Coldstream Wealth Management
Overview
Relationships
Paths
Education
Career History

Scott Hedgcock

Former Associate-Private Client Services at Coldstream Wealth Management

Overview

Number of Relationships
This person is connected to 63 people.

Relationships See Details


Founder, President & Portfolio Manager at Timberline Investment Management LLC

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

Paraplanner at Coldstream Wealth Management

Wealth Planner at Coldstream Wealth Management

Wealth Planner at Coldstream Wealth Management

Business Development Officer at Coldstream Wealth Management

Managing Member & Portfolio Manager at Summa Global Advisors LLC

Marketing Manager at Coldstream Wealth Management

Relationship Manager at Coldstream Wealth Management

Founder at Summa Global Advisors LLC
See 53 more listings with RelSci Professional.

Paths to Scott Hedgcock

Scott Hedgcock
You
Connections via Relationship Science
Scott Hedgcock
Sync your contacts to see how you can connect with Scott Hedgcock.

Educational Background

 
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 Dividend Growth Strategy may be used in individual portfolios, and is also used by the Meydenbauer Dividend Growth Fund, an Advisor Series Trust mutual fund. 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.

Other Affiliations

Scott Hedgcock is affiliated with Coldstream Wealth Management.

You've reached your 7 free profiles limit this month.

Upgrade to RelSci Pro today to enjoy unlimited profile views and much more!

Start My Free Trial
Still not convinced? Check out our full listing of features here.