Investments

Investment Management and Retirement Strategies in Milwaukee

Our investment services are for clients who have a solid understanding of their everyday financial management and are looking for investment recommendations to achieve their financial goals. We create meticulously curated portfolios, drawing from one of the most extensive product footprints in the industry. Each portfolio undergoes rigorous testing and is tailored to meet your objectives while aligning with your risk tolerance, investment horizon, and diversification requirements.

A World of Choice

We have access to dozens of investment firms and thousands of individual products. Regardless of your objectives, we offer an investment tailored that will meet your needs.

Hand-Crafted Solutions

Each client receives a hand-crafted portfolio of best-in-class investment offerings. From stocks to bonds to mutual funds and even alternative investments, your portfolio is built just for you.

Ongoing Monitoring

No matter how carefully we plan, the market can throw a curveball when you least expect it. We carefully monitor every portfolio and recommend changes as needed to keep your investments on track.

Managing Risk

Some investors are comfortable with the highs and lows of volatile investments. Others prefer the security of a more stable portfolio. Wherever you stand, we’ll create a mix that matches your risk profile.

Reviewing Time Horizon

When will you need to use your invested assets? 5 years? 10 years? 20? As your retirement day or other need approaches, we recommend investment changes based when you need to use your funds.

A Diversified Future

We examine all your assets, including those held outside our firm, before making investment recommendations. This process ensures that your accounts are diversified across various asset classes and not overly concentrated in any specific sector.

How Schneiss Financial Group is Compensated

Our team charges a commission on investment transactions; no ongoing fees apply. You pay only when changes are made to your portfolio. The commission charged depends on the product purchased, and all commissions are disclosed upfront. We are committed to finding the right product, at the right price, to meet your investment needs.