At Schneider Downs, personal attention means much more than just finding out your Social Security number and mailing address. We are involved with and dedicated to all of our clients, and to no one else. That means we are product agnostic when it comes to selecting the right investments for you. There are no other motives or outside influences to compromise or influence our decisions. And as a fee only investment advisor, we do not receive any commissions or use any load based products.
Our independence leads us to what we believe are best-in-class products. And although we aren’t locked into any broker relationship or fund family, we do have access to products that aren’t available to all investment advisors, such as institutional mutual funds, separate account managers, and other lower cost products. This access enables us to have the broadest universe of solutions possible.
Here are some of the tools and techniques we use to help our clients, with a minimum investment of $750,000, reach their goals:
- Discovery meeting
- Development of a Personal Investment Strategy
- Quarterly personal client portfolio reviews and reports
- Annual Investment Policy Statement reviews
- Market and economic commentary
- Quarterly client meetings, when necessary
- Total transparency in advisory fees
