When families are introduced to us we are asked to provide a fresh set of eyes and a thoughtful analysis on their current investment and overall wealth (tax, estate, insurance, business succession, retirement, charitable, etc.) strategy. It is common that we find that their investment strategy is over-diversified and under-strategized. Your portfolio does not need to be over-complicated to be extremely successful. Even the largest pools of capital have realized and attained the fine balance of sophistication and simplicity in their portfolio construction. What is needed is to be focused and strategic in weaving together the different elements of your wealth plan.
Sophistication Laced with Simplicity
Sample portfolio asset allocation for illustration purposes only.
If investing like some of the world's biggest and best pension and endowment funds has forever seemed out of reach, wait no longer. The realm of possibility for you has now arrived. At The Schmidt Investment Group® we have long understood that we can enrich our clients lives by attaining exclusive access to the uncompromising solutions that have in the past been the purview of only the elite few. We have made this our mission for over 30 years.
Our investment strategy is evaluated, implemented, and monitored based on a best in class approach. We conduct a global manager search and bring the leading managers together for each component of a client’s portfolio. Our clients gain access to world leading money managers, in all six asset classes identified above. We understand that being entrusted with your assets is both our greatest honour and our greatest responsibility and we live this belief in all that we do.
Downside protection is at the heart of our process. Before we move forward with our recommendations for a client, we stress test and back test the proposed portfolio to confirm that even during the most difficult investment and economic times, our clients can be confident in regards to the preservation of their capital.
We focus on real (after inflation), after tax, and after fee rates of return as we understand that what matters is not what you make, but rather what you keep.
Decisions are managed based on strict investment policy guidelines which have been mutually agreed upon and developed collaboratively between each of our clients and ourselves. These guidelines are well documented, continuously monitored, and outlined within our clients' Investment Policy Statements and are regularly reviewed with our clients.