Schuylkill Capital Management, LLC
1629 Locust Street
1st Floor
Philadelphia, PA 19103
2009 List of "Best Personal Wealth Manager's" - Philadelphia Magazine
Schuylkill Capital Management and our president, Howard A. Trauger rated in the the top four percent in the Philadelphia investment community.
Who We Are
The Schuylkill Capital Management difference is solid performance, experienced management, and attention to past trends for future growth.
Founded in 1990 by Howard A. Trauger with a background specializing in managing assets for high-net-worth individuals. Schuylkill Capital Management is a Geometry Group affiliate company.
Our Services
Our average account size is $1.2 million, yet our service and product are beyond value. We strive to provide a level of individual service not found among today’s impersonal world of large financial institutions.
Large Cap Value for both Institutions and high-net-worth individuals.
Our Credentials
The SCM Senior Management team has over 60 years of combined investment experience to assist you in meeting your very unique investment goals.
Investment Process
- High-quality companies
- Leading market franchise
- Strong balance sheet
- Favorable trends in cash flow and earnings
Thorough research
- Prospects for Revenues
- Existing margins and earnings prospects
- Quality of earnings
- Determination of fair value for the shares
Sell discipline
- Fair value review
- Shares trading in excess of fair value are candidates for sale
- Exceptional relative performance may be reason for (partial) sale
- Alternative investment opportunities or the need to shift sector weights may also be reason for sale.
Portfolio Construction
Common stocks provide substantially greater long-term returns than fixed income securities. · Common stock returns are more volatile than fixed income returns. · Through portfolio construction (asset allocation), the higher and more volatile common stock returns are combined with the lower and more stable fixed income returns to meet the circumstances of the individual or institutional investor.
Because the stock market moves in short bursts, in order to capture the incremental return afforded by equities, it is essential that the investor remain fully invested. Thus substantitive changes in asset allocation are driven by changes in investor circumstances rather than an anticipated stock market moves.
The equity portion of the portfolio is made up of large-cap and mid-cap companies diversified among broad industry sectors, including: Finance, Consumer Goods and Services, Industrial Goods and Services, Technology, Health Services, Utilities and Telecommunications.
Please be aware that Schuylkill Capital Management, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
