The value we offer
Sound planning and advice go way beyond simple asset allocation.
As investment managers, it’s our role to balance investments and behavioral biases. We build your portfolio with the highest quality selection of securities to focus on long term wealth creation.
Schwaben’s rigorous research process is bottom-up and fundamental in nature, emphasizing long-term company theses however we also consider long term macro events or short-term catalysts.
Investments are selected and allocated on the basis of your risk tolerance, tax situation, return objectives, time horizon, liquidity needs, preferred level of participation, and other unique circumstances.
We continually track the progress of your portfolio and adapt accordingly as your life and business objectives evolve.
Where can we help?
Our services are tailored for high-net-worth individuals and families, corporations, trusts, foundations, and endowments. We recognize that your capital must be carefully managed, sustained and grown over the long term.
We provide tax-efficient preservation and growth of your investment assets, employing proven strategies, rigorous due diligence, and tactical and strategic asset allocation.
