INVESTMENT STRATEGIES

Schroeder Capital Management, LLC, provides investment counsel and custom tailored portfolio management services to private individuals and institutions throughout the US. Risk tolerance and suitability of specific investments are key ingredients in the security selection and portfolio building process. Customized portfolios that address individual client needs and financial goals can be created using the following investment strategies:
  
Core Equity |  Security selection focuses on a range of small-to-large capitalization companies, multi-cap, with an emphasis on balancing growth stocks with those representing value-oriented investment opportunities. The portfolio objective is long term capital appreciation with securities priced at a discount to future growth prospects or enterprise value. Achieving account growth while avoiding undue market risk is a key ingredient of this strategy.

Global Diversified Equity |  Security selection emphasizes a balance of diversified, mid-to-large capitalization US equities and American Depository Receipts (ADRs). Smaller capitalization and emerging markets equities may also be used as appropriate to capture more rapidly growing investment opportunities. The account objective is long term capital appreciation, with securities priced at a discount to future growth prospects or enterprise value. Broad global diversification, both by country and industry, is a strict discipline to minimize portfolio risk. 

International Diversified Equity |  Security selection focuses on well-diversified, mid-to-large capitalization American Depository Receipts (ADRs). Smaller capitalization and emerging market ADRs may also be used as appropriate to capture more rapidly growing investment opportunities. The account objective is long term capital appreciation, with securities priced at a discount to future growth prospects or enterprise value. Broad international diversification, both country and industry, is a strict discipline to minimize portfolio risk. 

Balanced Growth |  Security selection emphasizes more conservative growth and value U.S. stocks balanced with fixed income securities including U.S Treasuries and agencies, corporate bonds, and preferred stocks. While the account objective is to grow principal and generate income, strict disciplines to avoid portfolio and market risk are employed.