By Dejan Ilijevski
As the holiday season nears its apex, we at SCM Investment Services would like to take a moment to sincerely thank you for your ongoing support. We wish you happiness, peace, and prosperity during this season.
We truly appreciate your trust and confidence in us. In addition to helping us accomplish our goals, your partnership has been crucial in helping you reach yours.
Thinking Back on 2024
2024 has been filled with earning opportunities, obstacles, and victories. We’ve seen rapid technology developments, geopolitical tensions, and market volatility. Despite these difficulties, our dedication to providing outstanding financial advice and investment strategies has not wavered.
In 2024 we focused on:
- Providing customized financial planning by tailoring strategies to align with your personal needs, goals, and risk tolerance
- Creating robust, diversified portfolios that can withstand market turbulence
- Optimizing your tax techniques to optimize returns
Looking Ahead to 2025
As we look forward to 2025, we’re excited about the possibilities ahead. We’re dedicated to staying on the cutting edge, utilizing state-of-the-art technology, and adjusting to changing market conditions.
Our 2025 strategy is to continue:
- Establishing solid, enduring bonds with clients grounded in transparency and trust
- Increasing the range of products we provide to satisfy your increasing demands
- Using cutting-edge technologies to enhance our offerings
- Supporting local initiatives and making a meaningful impact through community involvement
A Season of Giving
This holiday season, we urge you to give back to your community. Whether it’s giving to a charity, volunteering your time, or just being kind to others, every act of generosity matters.
A Heartfelt Thank You
We’re sincerely appreciative of your continued support.
Your trust and confidence are the foundation of our growth. We’re excited to work with you in the years to come.
From the whole SCM Investment Services team, happy holidays!
We’re Here to Help
Are you ready to make the most of your financial journey? Our team at SCM Investment Services has the knowledge and experience to guide you toward a prosperous financial future.
To schedule a complimentary introductory meeting or request a free financial health checkup, call (219) 225-1934 or email dejan@scminvesting.com.
We look forward to hearing from you!
About Dejan
Dejan Ilijevski is Financial Advisor, Investment Manager, and Founder of SCM Investment Services, an independent, fiduciary, fee-only financial advisory and investment management firm based in Lake Elmo, Minnesota. With an evidence-based approach to investing grounded in economic theory and reliant on insights from financial science, he customizes globally diversified portfolios of mutual funds and ETFs for his clients. With 20 years of experience in the trading/financial services industry, and described as trustworthy and community-oriented, Dejan is passionate about helping individuals and families, prioritizing their best interest first and foremost.
Originally Dejan pursued a career in research and technology but was recruited by a startup trading firm at the Chicago Board of Trade. He took advantage of this rare opportunity, curious to learn more about capital markets. Dejan’s technical background provided a unique skill set, and by the end of his rookie year, he routinely transacted over $1 billion in U.S. Treasury notes daily, making him one of Chicago’s biggest bond traders. He consistently earned the highest profits for the firm for many years and continued to advance professionally in the trading arena.
With newfound experience and insight, Dejan came to realize his parents were being exploited by their financial advisor and that the financial services industry does not work in your best interest. After earning his MBA from the University of Chicago Booth School of Business, Dejan left the trading industry to start an independent financial advisory firm based on integrity and transparency and built on the belief that everyone deserves trusted, knowledgeable financial advice—blending Wall Street expertise with Main Street values.
Serving the broader community as an investor advocate, a proponent for financial literacy, and sponsoring nonprofit initiatives, Dejan is a trusted subject matter resource for many financial news media publications. He and his wife, Daniela, reside in Munster, Indiana, with their two kids. In his free time, he enjoys road cycling, reading, playing soccer, traveling, going on adventures (even skydiving!), and serving local charities. To learn more about Dejan, connect with him on LinkedIn.
