OUR MISSION: Provide the lowest cost, highest quality investment advisory and educational services to institutions, retirement plans and individuals. 

For institutions that would rather focus on their core business, we offer outsourced investment capabilities... 

The stakes for managing a defined contribution plan - such as a 401(k) - have never been higher...

We create customized portfolios for individuals and families that include...



Scale Investment Group, LLC is a Registered Investment Advisor or RIA. As an RIA, we are subject to oversight by the U.S. Securities and Exchange Commission (SEC) and/or state securities agencies.

RIA's  are legally obligated to work in your best interest (also known as a Fiduciary capacity). Not all financial advisors are held to the same legal standard - many are held to the much less-strict Suitability standard.

Advisors who hold themselves to the Suitability standard are overseen by FINRA, an industry funded, Self-Regulatory Organization, or SRO. 

FINRA has mandated that their BrokerCheck tool be made available to the public via the websites of firms subject to FINRA oversight. While we are not subject to such oversight, we feel the BrokerCheck tool is a great way to learn more about your financial advisors qualifications (and possible disclosures that may reflect negatively on them). 

We have chosen to make a link to FINRA's BrokerCheck tool available here. We encourage you to check us out as well as any advisors you are currently working with or considering. Please note that advisors subject to FINRA oversight will be shown directly on the link provided, while the profiles of RIA's will link to an SEC hosted site.