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:

 

  • Opening accounts – typically but not exclusively at Charles Schwab.

  • Transferring assets.

  • Making trades if necessary and appropriate.

 

Once set up, Schneider Wealth Management:

 

  • Reviews holdings relative to targets and rebalances when appropriate mindful of tax and cost considerations.

  • Monitors Performance.