Schulmerich & Associates Asset Management, LLC

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Description

We believe that individual and corporate investors should have the opportunity to receive objective investment advice from independent advisors who do not make recommendations based on compensations or incentives sponsored by the financial community. We believe that our client's needs must come first. We acknowledge that we have an obligation to you to provide high standards of technical competence, morality, and integrity. We are professionals, and our relationship with you, the client, is a professional one. Wealth Management is discussed further in our web site. Simply stated, we manage your wealth while helping you find the resources and advice you need to make informed financial decisions. Your assets are domiciled at TD Ameritrade and we direct and manage the investment objectives and goals to which we have mutually agreed. Within Wealth Management you receive: Investment Planning, Investment Management, Integrated Comprehensive Fee-Only Financial Planning, Family Coaching and Counseling, Planned Giving and Philanthropy, and Trust Services. Portfolio Construction and Asset Management is the heart of our business. We interview you and ask you to complete an investment questionnaire. Our number one goal is to achieve an investment return that you need. This may well be different than what you initially thought you wanted. We believe it is incumbent upon us to help you understand the overwhelming importance of preservation of capital through prudent and proven investment strategies. Unfortunately, many amateur investors frequently defeat their own goals by letting ego dictate strategy. We prepare an Investment Policy Statement (IPS) for you. The IPS defines the goals, objectives, time horizon, income needs, and comparison benchmarks against which to judge performance. The IPS changes over time just as your financial situations change. We create and manage portfolios for individuals, trusts, and closely held businesses by employing several investment approaches. While we do some individual stock selection, our focus is on Dimensional Funds (DFA). After years of investment management and exposure to virtually every investment style, we believe that the DFA approach is prudent and proper for nearly every investor. Click here for more information on DFA funds.

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