A complete list of active advisors currently associated with Schemco, LLC
Warmer can help you find a great advisor at Schemco, LLC or one who fits your needs even better.
Schemco, LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth) and corporate clients. The firm manages roughly $6.4 million for a very small client base and documents client objectives and constraints in an Investment Policy Statement for each account. The adviser employs multiple methods of analysis — charting, fundamental, technical and cyclical — and implements both long‑term and short‑term strategies, including the use of short sales, margin transactions and options where appropriate. Financial planning is delivered on an hourly basis, and the advisor typically seeks discretionary authority to select securities and execute transactions on clients’ behalf. Uncommonly for its peer group, the firm accepts performance‑based fees for qualified/accredited clients and manages both performance‑fee and non‑performance accounts while disclosing the side‑by‑side conflict and stating procedures (best execution and non‑preferential treatment) to address it. The firm also allows client‑directed brokerage and maintains only limited custody for fee deduction, practices that differentiate its operations among similarly sized independent advisers.
To learn more about the advisors currently working at Schemco, LLC, 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 |
|---|---|---|
Westport, CT
| 15
|
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