If you’re a high net worth individual, or represent a trust, pension plan, or business interest, there’s a lot that you’ll see our Personal Financial Services group do for you. Through our Investment Management and Financial Planning process, we’re confident that you’ll be impressed and reassured by the depth of our experience and the personal nature of our service and interaction with you.
But what you don’t see us do is just as important to your success. Such as our internal Investment Selection Process, which is how we choose and monitor the mutual funds, exchange traded funds and separate account managers we recommend. Our approved list of investments is compiled by the Investment Committee of Schneider Downs Wealth Management Advisors – with members from both the Personal Financial Services and SDAdvantage groups. Our list of investments is reviewed through a rigorous analysis that ensures these products meet our high standards. In addition to this formal review, all of our Investment Advisors remain diligent and are actively involved in the research and analysis of the investment managers who run these funds.
We also strive to keep our group in line with the size of our client base, so that our relationships per Investment Advisor ratio is low. This ensures that you’ll always receive one-stop, high-quality service. We also assign both a primary and secondary Investment Advisor to each client relationship.
We believe our job is to simplify your investment decisions for you, not overwhelm you with choices or information. We take the time to learn about your goals, and then put our two-step process of Investment Management and Financial Planning in place to help you reach those goals. Through a comprehensive review of your situation, we can also deliver a customized plan.
