Investment Management

We are an independent firm, so that we may manage your investments without pressure or influence from a corporate structure.  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 fill.  Independence allows us to do what we feel is best for our advisory clients in a fiduciary capacity.

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?
• 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 you a fiduciary on ALL of my accounts, or just some?

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 SchulferAndAssociates@lpl.com.