The Schamber Group, Inc.

The firm provides investment advisory and financial planning services to individuals, high net worth individuals, corporations, and pension or profit-sharing plans, with a stated target account minimum of $500,000 (waivable). It manages roughly $52.4 million across 29 client relationships and offers asset management, written financial plans, and company‑sponsored retirement plan consulting, including plan design, investment lineup selection, monitoring, and participant education.

The firm primarily operates on a non‑discretionary basis and requests clients use custodial platforms with which it has relationships (SEI or Matrix); it also offers managed account programs and may retain sub‑advisers. Its investment work is tailored to client objectives and risk tolerances, uses asset allocation as a core tool, and includes a mix of strategies (long‑ and short‑term purchases, dollar‑cost averaging, and technical analysis), with client accounts reviewed at least quarterly.

Noteworthy distinctions compared with peers include sponsoring a wrap fee program (a relatively uncommon service among similar advisers) while reporting all AUM as non‑discretionary, offering educational seminars/workshops and retirement plan participant education, and having a firm principal who is a licensed insurance agent who may offer commissionable insurance products (the brochure discloses up to 30% of that principal’s time may be spent on insurance activities). These service and affiliation features are disclosed as potential sources of conflict and are included in the firm’s brochure.