A complete list of active advisors currently associated with Schlindwein Associates LLC

Warmer can help you find a great advisor at Schlindwein Associates LLC or one who fits your needs even better.

Schlindwein Associates provides discretionary and non-discretionary investment supervisory services, including portfolio management, mutual fund advisory programs, and consulting for individuals, institutions, and corporate or not-for-profit groups. The firm also serves certain clients of a bank division (CIBC Wealth Management), where the bank’s clients continue to deal directly with the bank while Schlindwein manages investment decisions. The firm constructs model portfolios through a strategic asset allocation process that emphasizes diversification across mutual funds, ETFs and, where appropriate, structured notes and alternative categories such as commodities, convertibles, MLPs and real estate. Schlindwein uses a client risk-questionnaire and a proprietary fund-ranking system that evaluates consistency, risk-adjusted performance, cost and manager experience to guide fund selection and periodic portfolio adjustments. Schlindwein generally directs custody and brokerage to Charles Schwab and receives operational, research and technology support from Schwab and other vendors (including Morningstar), a relationship the firm discloses as creating potential conflicts of interest. The combination of serving bank-referred accounts, a formal proprietary fund-selection methodology, and routine use of alternative instruments is a distinguishing feature compared with many peers of similar size.

To learn more about the advisors currently working at Schlindwein Associates 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.