Fewer Clients

Our philosophy is, in part, a direct response to a critical challenge that exists among financial advisors and investment managers worldwide-too many clients, too little time.

 

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Fees - Professional Services

At The Schmidt Investment Group, we understand that successful business must deliver on two fronts as it relates to fees. First, products and services must be recognized by the client...

 

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Getting It Right

Decisions are managed based on strict investment policy guidelines, which have been mutually agreed upon and outlined within our clients' Investment Policy Statements.

 

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Investment Management

The Schmidt Management Group successfully delivers investment strategies to private clients and institutions that are typically only accessible and utilize by large institutaional mandates.

 

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A Holistic Approach

Some of our clients engage The Schmidt Investment Group for our expertise and excellence in investment and portfolio management. We are happy assist these clients in that capacity.

 

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Managing Fears

We recognize that though some wealth or investment concerns may apply to most clients, families and institutions will all have their own unique fears and legacy goals.

 

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