Schenkelberg Investments, LLC

Schenkelberg Investments advises individuals, high‑net‑worth clients, and fiduciary entities including trusts, estates, and charitable organizations, managing about $59.5 million across roughly 96 client relationships. The firm provides discretionary asset management through separately managed accounts and participates as a money manager on sponsored third‑party platforms, and it also offers financial planning and occasional impersonal newsletters.

The firm’s investment process is model‑driven and uses a core‑and‑satellite approach with named strategies — Opportunistic Diversified, Opportunistic Diversified Income, and Opportunistic Diversified Tax Aware — combining fundamental analysis and charting. The brochure discloses use of short‑sales and option writing (noting short sales require a margin account), indicating the adviser may employ margin or borrowing within separately managed accounts when appropriate.

Distinctive features include the solo‑advisor structure that nonetheless serves institutional‑type clients and acts as a sub‑advisor on external platforms, a mix that is less common among independent single‑advisor firms. The firm also emphasizes tax‑aware and income‑focused model options and distributes periodic educational newsletters to clients and prospects.