Schulfer & Associates, LLC



1417 Main Street
Stevens Point, WI 54481



Investment Management

We are an independent firm. Independence allows us to manage your investments without pressure or influence from any particular financial entity. We do not work for a bank, insurance company, or other investment corporation, so there are no proprietary products to push nor are there sales quotas to meet.

Common questions we hear are:

  • Is there a disciplined management process in place?
  • Is it possible to avoid large losses the next time that the market goes down?
  • Do you offer alternative investments for higher net worth investors?
  • Is it possible to generate more income from my portfolio?
  • Do all my investments have to be “in the market”?  Is my money in the right place? 
  • Are the management fees that I am paying reasonable and customary?

Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at