How We Invest

At Schlindwein Associates, we have a disciplined investment process that guides our daily actions and individual decisions on behalf of our clients. This process is the result of our shared 50-plus years as investment professionals and is based on the best thinking and practices of the industry. We apply this process to your investments as well as our own.

Based upon your individualized plan, we craft an Investment Profile that acts as the blueprint for your investment portfolio.

Your Investment Profile is used to establish a strategic asset mix that addresses your short, mid and long term financial goals and emphasizes risk control.

This Benchmark allows you to measure your portfolio results against market returns.

We construct a customized portfolio that dampens total risk and provides you with a wide range of return opportunities utilizing high-quality mutual funds and exchange traded funds (ETFs).

We regularly monitor both the performance of the investments and the asset allocation. We will fine-tune the portfolio as needed to reflect the current economic conditions and market environment.

As your goals shift and evolve, we reassess your Investment Profile and reposition your portfolio.