Our Approach

The Schmolke Investment Team seeks to uncover investment opportunities by exploring traditional and nontraditional investments through thorough research. We utilize a disciplined methodology with strict adherence to clearly defined risk management practices. Our diversified investment approach is about delivering absolute net rate of returns. We work with clients to determine customized asset allocation after in-depth conversations considering personal and monetary goals and risk management, resulting in an individualized Investment portfolio.


INVESTMENT MANAGEMENT

Our dedicated Investment Management Team brings the best time tested practices of our firm to each client’s individual account. The result is an investment strategy that is built with the goal of sustaining any market. We build custom global investment strategies designed to meet our client’s specific needs, timeline, growth needs, tax objectives and risk tolerance. The following are key elements of our process:

Long-Term Strategic Asset Allocation
Successful investing requires a long-term perspective and discipline to avoid making short-term emotional mistakes. Markets operate over long-term horizons and targets and ranges are set for each client’s allocation to stocks, bonds, real estate and/or alternatives based on their specific situation.

Intermediate-Term Tactical Adjustments
We actively assess the investment markets on an ongoing basis and make adjustments as needed to our clients' portfolios to take advantage of investment opportunities, while managing risks.

Manager Flexibility
In each client’s portfolio, we utilize mutual funds and independent money managers who specialize in different areas of the capital markets. Various mutual funds and money managers in each portfolio are designed to meet your goals and risk tolerance. We don’t believe in quick investment moves or unproven products, we stick to time tested strategies that work.

 

Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results