Scott Frederick Klimo
Chief Investment Officer at Saturna Capital Corp.
Profile
Mr. Scott F.
Klimo, CFA, is a Chief Investment Officer & Portfolio Manager at Saturna Capital Corp.
He has over 30 years experience in the financial industry with the first several years of his career spent living and working in a variety of Asian countries and the past 20 years working as a senior analyst, research director and portfolio manager covering global equities.
Mr. Klimo was previously employed as a Head of Thai Research by Crosby Securities Ltd., a Senior International Analyst by Founders Asset Management LLC, an Associate Director by SBC Warburg, a Portfolio Manager & Research Director by Security Global Investors LLC, a Portfolio Manager by Security Investors LLC, a Research Director by SNCFE Ltd., and an Assistant Portfolio Manager by State of Wisconsin Investment Board.
He received his BA in Asian Studies from Hamilton College in Clinton, NY and also attended the Chinese University of Hong Kong and the Mandarin Training Center in Taipei, Taiwan.
He is a Chartered Financial Analyst.
Mr. Klimo was previously employed as a Head of Thai Research by Crosby Securities Ltd., a Senior International Analyst by Founders Asset Management LLC, an Associate Director by SBC Warburg, a Portfolio Manager & Research Director by Security Global Investors LLC, a Portfolio Manager by Security Investors LLC, a Research Director by SNCFE Ltd., and an Assistant Portfolio Manager by State of Wisconsin Investment Board.
He received his undergraduate degree from Hamilton College (New York).
Scott Frederick Klimo active positions
| Companies | Position | Start |
|---|---|---|
Saturna Capital Corp.
 Saturna Capital Corp. Investment ManagersFinance Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships). | Chief Investment Officer | 31/03/2016 |
Former positions of Scott Frederick Klimo
| Companies | Position | End |
|---|---|---|
Founders Asset Management LLC
 Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Corporate Officer/Principal | 29/09/2001 |
| SNCFE Ltd. | Corporate Officer/Principal | - |
State of Wisconsin Investment Board
 State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Corporate Officer/Principal | 29/11/1999 |
| SBC Warburg | Corporate Officer/Principal | 30/03/1998 |
Crosby Securities Ltd.
 Crosby Securities Ltd. Investment Banks/BrokersFinance Crosby Securities Ltd. is a securities brokerage firm headquartered in Hong Kong. The firm is a subsidiary of Crosby Asia Ltd., which is owned by Quali-Smart Holdings Ltd. (HKG: 1348). Crosby Securities provides stock brokerage services to various types of clients. | Corporate Officer/Principal | 01/01/1989 |
Training of Scott Frederick Klimo
| Hamilton College (New York) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Security Global Investors LLC
 Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | Finance |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Finance |
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships). | Finance |
Crosby Securities Ltd.
Crosby Securities Ltd. Investment Banks/BrokersFinance Crosby Securities Ltd. is a securities brokerage firm headquartered in Hong Kong. The firm is a subsidiary of Crosby Asia Ltd., which is owned by Quali-Smart Holdings Ltd. (HKG: 1348). Crosby Securities provides stock brokerage services to various types of clients. | Finance |
| SBC Warburg | Finance |
State of Wisconsin Investment Board
State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Finance |
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Finance |
| SNCFE Ltd. |
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