A complete list of active advisors currently associated with Schenley Capital, Inc

Warmer can help you find a great advisor at Schenley Capital, Inc or one who fits your needs even better.

The firm provides investment advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and charitable and corporate entities, offering discretionary and non‑discretionary portfolio management, financial planning, and consulting. It also offers an automated investment option through the Schwab Institutional Intelligent Portfolios platform in addition to traditional managed accounts. Its investment process blends fundamental security analysis — with particular attention to free cash flow and price/earnings ratios — long‑term purchase strategies, and strategic asset allocation across stocks, bonds, mutual funds and ETFs, and it may engage third‑party managers or model portfolios that the firm monitors. For clients using the automated platform, portfolios are managed with systematic rebalancing and optional tax‑loss harvesting, and financial plans are prepared using the eMoney planning system. What is notable about the firm is its hybrid operating model that combines an institutional robo‑advice platform with hands‑on discretionary management and standalone consulting, while also operating with personnel licensed to place insurance products (a disclosed potential conflict of interest). Senior management’s background includes direct investments in real assets and energy and an explicit manager due‑diligence process, and the firm leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Schenley Capital, 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.