Our Philosophy

 

 

We embrace the simple concept of investing in low-cost, tax-efficient index funds.  

 

For our clients we develop customized strategies that help reduce the impact taxes, fund expenses, and trading costs can have on the overall returns on a portfolio.  

 

Improving after-tax returns by reducing costs rather than by increasing pre-tax returns provides a more dependable solution. 

 

The diversified portfolios include passively managed (indexed) mutual funds and ETFs (Exchange Traded Funds) as well as fixed income, and other asset classes if appropriate.

 

Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth

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3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

© 2007-2020 by Schneider Wealth Management

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062