Client Benefits:Personal Relationships | We offer personalized investment counsel and custom-tailored portfolio management services for individuals and institutional clients throughout the United States. Our focus is on building long-term relationships with clients through ongoing communication, trust and service to meet their specific needs.
Professional Investment Experience | G. Frederick Schroeder, founder and Chief Investment Officer of Schroeder Capital Management, LLC, holds the Chartered Financial Analyst designation (CFA) and has over 30 years experience as a securities analyst, investment strategist and portfolio manager and 20 years expertise in global investing. Global Research and Investment | We have broad-based knowledge of global markets, economics and foreign companies gained through proprietary research, international study and travel. This comprehensive information platform is channeled into client-specific investment strategies in the construction of personalized global portfolios. Strategic Planning and Advice | While pursuing long-term asset development for clients, we also offer client-specific investment strategies to maximize tax advantages and for retirement planning to provide regular income. Discretionary Portfolio Management | While clients retain ultimate control of their assets and access to their accounts, Schroeder Capital Management, LLC, under Limited Power of Attorney, acts as discretionary manager, enabling us to capitalize on global market opportunities and developments in a timely manner. Independence | We are an independent, fee-based investment advisor. We are not owned or operated by any financial institution, broker/dealer, or investor. |
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