Enjoy hearing about The Schmidt Investment Group® directly from clients and partners, past and present.
“Their hands on service makes us feel like we are their only clients.”
Eden and Karen Hampson
Having first met Marvin as a student more than twenty years ago when I was speaking at a U of A business function, I have been witness to his incredible success story. From when he first started looking after people’s financial health, I have been amazed by his ability to combine his intuitive understanding of the investment world with exhaustive research. The level of transparency concerning all the actions of The Schmidt Investment Group, their high degree of competency and their “hands on” service makes us feel like we are their only clients. We are always very appreciative of Marvin’s ability to explain in layman’s terms complicated concepts like access to private fund investments. In these volatile economic times, Karen and I derive a lot of comfort from the fact that The Schmidt Investment Group is looking after our financial affairs and we recommend their services very highly!
“Investments chosen by The Schmidt Investment Group are subject to due diligence and ongoing scrutiny that exceed the norm in the investment industry.”
Dr. Lance Mitchell
I am confident that an investment vehicle will be removed from my portfolio when it no longer meets its mandate. The metrics used in assessing potential investments are more accurate and detailed, effectively weeding out likely underperformers. I have no concern that I will be placed in an investment that has misrepresented itself or its performance.
As I head into retirement The Schmidt Investment Group has shown its ability to respond seamlessly to my rapidly changing needs. This ranges from detailed investment planning right down to the logistical issues of making sure I have money when and where I need it. In my experience with The Schmidt Investment Group, the “Team” concept means I always have easy access to the right people, instructions are followed and everything gets done as it should.
Diversification is only as meaningful as the products one is offered. I have benefited directly from investment vehicles not routinely available to the individual investor. Investing, reporting, and client service are part of a very deliberate and sophisticated system under the banner of The Schmidt Investment Group.
As clients of The Schmidt Investment Group since 2004, we have appreciated Marvin's investment philosophy and unwavering approach. Our relationship, based on trust, strong regular communication and a clear understanding of the process along with the ability to invest in products we could not otherwise access, has made it easy to hold steadfast. The Schmidt Investment Group goes beyond the basics to include all aspects of our personal and business lives including assets, insurance, retirement and estate planning, ensuring that the entire package is in line with our annually reviewed long term goals. In addition, the professionalism and approachability of every member of The Schmidt Investment Group has allowed us to rely on them for advice and referrals in both professional and personal situations, a truly invaluable service.
Thank you to all of you for everything you do for us!
“Beyond the basics to include all aspects of our personal and business lives including assets, insurance, retirement and estate planning, ensuring that the entire package is in line with our annually reviewed long term goals.”
Brian and Julie Sribney
Richard A. Gil, CPA, CA, CFE, TEP, CFP
Partner, MOWBREY GIL LLP
The Schmidt Investment Group excels at meeting the combined and complex needs of high net worth individuals and families through their family office solution:
- Integrated use of professionals in an advisory capacity
- Coordinated approach to all aspects of wealth management: investment returns, capital preservation, succession and ultimately will/estate planning;
- Meaningful approaches to philanthropy, health and wellness as well as reputation management; and,
- Family office level support for daily living: credit and banking, bill payment, and even a concierge service.
“The Schmidt Investment Group refers to their service offering and their service philosophy as “holistic” – in our view, no matter the name, as wealth managers Marvin and his group are truly exceptional.”
Charles Brandes, CFA
Chairman and Founder, Brandes Investment Partners, L.P.
We are pleased to have worked with The Schmidt Investment Group for over 20 years. We admire the professionalism and multi-dimensional approach that Marvin Schmidt and his team bring to their client relationships, and appreciate the emphasis that they place on long-term financial and investment planning. Their ongoing due diligence and review process illustrates the high level of commitment that The Schmidt Investment Group places on serving the best interests of their clients.