We believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
- Employer Sponsored Pension Plans (401K)
Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC(GI). GI is an SEC registered investment advisor offering exclusivity to its strategic investment partners across the country. GI offers 20 proprietary portfolios to our clients managed by their Chief Investment OfficerWayne Schmidt CFA, MBA.
Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Rueters and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.