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Kyle S

Series 65

Northridge, CA

Schauer Investment Management, Inc.

Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with a Series 65 designation and five years of industry experience. He has been associated with Schauer Investment Management since 2014 and has also worked as a self-employed professional since 2016. Outside of his advisory work, Kyle is a freelance musician. Schauer Investment Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on equities and incorporates long-term trading, margin, and options strategies as appropriate.

Active portfolio management Options & derivatives strategies Real estate investing
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William F

Series 65

Northridge, CA

Schauer Investment Management, Inc.

William Fowls is a financial advisor at Schauer Investment Management, Inc. in Northridge, CA, holding a Series 65 designation with two years of industry experience. He previously worked at Allstate for two years before joining Schauer Investment Management. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental equity analysis and manages private and pooled funds, offering customized investment policy statements and ongoing portfolio monitoring.

Active portfolio management Options & derivatives strategies Real estate investing
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Craig S

Series 65

Northridge, CA

Schauer Investment Management, Inc.

Craig Schauer is a Series 65 licensed financial advisor with 10 years of experience at Schauer Investment Management, Inc. He has been a CPA since 1990 and is a partner in a car wash business in Redondo Beach, CA. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, focusing on fundamental equity analysis and using long-term trading as well as margin and options strategies. The firm is also involved in managing private funds and serves as sponsor and manager for pooled investment vehicles.

Active portfolio management Options & derivatives strategies Real estate investing
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