
Investment Management
Schneider Wealth Management implements, monitors, and manages clients’ investments on a regular basis.
After deciding upon an investment plan, getting started consists of:
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Opening accounts – typically but not exclusively at Charles Schwab.
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Transferring assets.
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Making trades if necessary and appropriate.
Once set up, Schneider Wealth Management:
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Reviews holdings relative to targets and rebalances when appropriate mindful of tax and cost considerations.
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Monitors Performance.