You’ve worked hard to build the wealth you have. Our goal is to help you navigate those steps and continue to build wealth through a personalized investment portfolio, financial plan, and exclusive ultra high net worth services.
For those with $5,000,000+ of investable assets.
Our approach is rooted in the foundation of active engagement and open dialogue. We believe that you should be able to look at your portfolio and answer the following questions: What do I own? Why do I own it? And how does it fit into my financial plan? Our core belief is that neither the investment portfolio nor the financial plan is monolithic but should be tightly aligned.
Every client has unique circumstances, goals, and objectives. You are encouraged to be involved in the process, while having confidence in the expertise and services that we provide. Partnering together to set and achieve your goals is the best way to bring about success, so we will work alongside you to develop a relationship as your trusted advisor and to prepare you for the financial decisions that life brings.
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A comfortable retirement, college funding, continuing your legacy, charitable contributions… the list is endless. We work with you to outline and prioritze your goals.
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?
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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.
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A well-developed plan is only as good as its execution. This plan could cash flow planning, retirement planning, estate planning, tax planning, and other financial planning disciplines. Our team will keep you informed throughout the implementation process.
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We monitor and make discretionary changes to your portfolio based upon our research and your needs, Rebalancing your portfolio to your desired asset allocation ensures that your portfolio is not taking undesired risk.
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We want to become your trusted advisor and build a long-term relationship with you. Consistent review of your financial plan and goals will help to make that happen.
Alternative Investment Platform
Separately Managed Equity & Bond Portfolios
Complex Estates, Trusts, Charitable Gifting, & Private family Office Services
As clients accumulate more wealth, there is an opportunity to expand the investable universe to include private investment asset classes, an extension of our philosophy on traditional asset classes. SDWMA has curated a private investment platform of institutional quality managers in private equity, co-investment private equity, venture capital, real estate, and infrastructure by partnering with firms that have strong alignment with their limited partners and have generated attractive returns over several market cycles in their respective asset classes. Ultra high net worth clients of SDWMA will not receive a “model” private allocation. Our advisors work with our clients to go over five key factors (liquidity, weighting, vintage, general partner/fee alignment, and strategy) and build out a sustainable and appropriate private investment allocation specified to the unique goals and objectives of our clients.
Tax-Focused Investment Management
Open Architecture, No Commissions Tied to Investment Advice
Unbiased Due Diligence – No Proprietary Products
Diversified Global Portfolios
Alternative Investment Platform (Private Equity, Real Estate, Infrastructure, Venture Capital)
Socially Responsible Investment Platform Available (SRI/ESG)
SDWMA has worked with owners of private businesses since our inception, and along with our colleagues at SD & Co., we have helped many families as they transition their business asset towards a liquid investment portfolio.
From individuals to couples to multi-generational families, our top ultra high net worth client families range from $35M to over $100M in assets under management. We have worked with these clients to build customized investment portfolios to meet their cash flow needs, mitigate complex tax burdens, and accomplish their estate planning goals.
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
Ultra High Net Worth Platform
Values-Based Investment Platform
Income Tax Planning Support
Tax Loss Harvesting
Charitable Gift Planning with Appreciated Securities
Tax Impact Analysis
Use of Taxable vs. Tax-Free Investments
Charitable Gift Planning with Appreciated Securities
Tax Impact Analysis
Use of Taxable vs. Tax-Free Investments
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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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