Your investments are your future. At Schenck Investment Solutions, our registered investment advisors give you the guidance you need to make the right choices—to help you plan for and protect your assets today and for years to come.
Achieving Your Financial Goals
Put quite simply, our mission is this: to help each of our clients make wise investment decisions so they can achieve their financial and retirement objectives. How do we achieve this? Our investment process begins by meeting with you one-on-one to understand your goals. Then, we evaluate your financial picture and your complete portfolio in light of those goals. Using what we’ve learned, we present a well-thought-out investment strategy designed to take you where you want to go.
Our investment managers take a time-tested approach to money management. And we look at what’s right for you. As independent registered investment advisors, we don’t have in-house products. That means we have the flexibility to recommend the investments that best fit your short-term and long-term needs. Our recommendations are backed by solid research and guided by the quality, risk level and cost-effectiveness of each option.
Who do we serve?
- Individuals, business owners, and executives
- Family trusts and estates
- Retirement plans
- Corporate accounts
- Charitable trusts and foundations
In the end, our goal is the same as yours—to see your assets grow. Contact our team to learn more about how our approach can help you turn your financial goals into reality.