Trustworthy & Dependable

Welcome to Schmolke Investment Team. We assist you in retirement and investment planning so you can make the best use of your financial resources, while freeing your time so you can enjoy what matters most in life. We get to know you and your family and seek to protect you from financial dangers. We help you create a customized retirement plan for your future, manage your investments and provide guiance that can touch every area of your life.

We have an experienced team that brings an unlikely perspective to each client relationship. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients’ desire. We want to help you pursue your goals and we want you to know that we are looking out for your interests at all times.

Schmolke Investment Team’s philosophy is a belief that portfolio allocation must be based on a careful assessment of each investor and market risk. Through diversification and careful attention to the forces that move the markets we utilize an asset preservation approach to money management that aims to maximize both growth and safety. We manage accounts for individual clients, corporations, trusts and retirement plans throughout the United States. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss or market risk. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.