With your fiduciary duty comes much responsibility.
Our goal is to help alleviate some of your obligations.
1
Your employees have different needs than those of other organizations. We can help you to definethe specific goals and objectives for your organization.
2
Historically, over longer periods of time, the more risk you took, the better your return would have been. Would you feel comfortable with additional volatility in your portfolio, or is a conservative approach better for you?
3
The primary goal of asset allocation is to provide a smoother ride through periods of volatility during normal market rotations. Our process incorporates a diversified, yet personalized, portfolio across various asset classes.
4
A well-developed plan is only as good as its execution. Our team keeps you informed as throughout the implementation process.
5
We monitor and make recommendations to your portfolio based upon our research and your organization’s Investment Policy Statement. Rebalancing your portfolio to your desired asset allocation ensures that your portfolio is not taking on undesired risk and that funding and distributioin levels are adequately met.
Dedicated Point of Contact
Product / Manager Research and Selection
Risk Tolerance Review
Individualized Portfolio Construction
Investment Policy Statement Development
Quarterly Performance Reporting
Trade Execution
Rebalancing
Assistance with Cashiering Services & Account Maintenance
Tax Loss Harvesting
From monitoring funding and distribution levels to crafting an Investment Policy Statement, we are here to meet the individual needs of your organization. By attending your Investment Committee meetings, we are able to provide market insights, review your portfolio, and make recommendations.
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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