A complete list of active advisors currently associated with Schafer Investment Group, Inc.
Warmer can help you find a great advisor at Schafer Investment Group, Inc. or one who fits your needs even better.
Schafer Investment Group is organized as an investment manager that primarily serves pooled vehicles and institutional clients while also offering financial planning and consulting services to business and individual clients on an advisory basis. The firm provides both discretionary and non-discretionary portfolio management and constructs portfolios using low-cost mutual funds and ETFs, with the flexibility to incorporate individual stocks, bonds, options, and other instruments as appropriate. The firm’s investment process combines fundamental, technical, and cyclical analysis and is generally oriented to a long-term horizon while allowing shorter-term trading for rebalancing or client needs; accounts are reviewed on a regular basis and reports are delivered through the custodian. Schafer Investment Group charges asset-based advisory fees consistent with peers, but also makes financial planning available on an hourly or fixed-fee basis — an approach that is less common among managers focused on pooled or institutional mandates. Distinctive features include an affiliated CPA/accounting practice under common control, with the firm’s principal allocating a substantial portion of professional time to that accounting business, which can lead to integrated tax and accounting referrals as part of client service but may also create overlapping service considerations. The firm is a recently established, small-scale manager that operates via an institutional custodian platform, receiving technology and operational support that can affect its service model and potential conflicts of interest.
To learn more about the advisors currently working at Schafer Investment Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mt. Pleasant, MI
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")