Schulmerich & Associates Asset Management LLC
10260 SW Greenburg Road
Suite 400
Portland, OR 97223
Who We Serve
Our clients are busy people who want to simplify their lives.
They recognize the value of their time and our expertise. They would prefer spending their time enjoying their life and focusing on their careers rather then trying to sort through the increasing complexities of personal finance.
Schulmerich & Associates offers our clients low cost asset class funds. These funds are offered to a limited number of advisors nationwide.
Most of our clients are financially comfortable retirees and other individuals, business owners, and trusts who have accumulated significant assets. They are conservative-to-moderate risk takers and most of them were referred to us by one of our own clients or by professional advisors.
Our client's seek long-term relationships with us. They appreciate our knowledge and expertise, but our care and concern for our clients is what they value most.
Above all, our clients have goals. They seek financial security for themselves and their families. They care about their community and making the world better for the next generation.
Our Services
Schulmerich & Associates, LLC is a fee based Registered Investment Advisory Firm, specializing in Fee Asset Management and Fee for Service Financial Planning. Schulmerich & Associates is an independent firm, and our independence allows us to be sure our client's needs always come first.
Most investors hire professional investment advisors for the wrong reasons. They believe that paying for special talent at picking stocks and choosing winning mutual fund managers is the way to invest.
Almost always, these investors are disappointed with the results. Appearances without substance--forecasting "talent", management activity, extensive and expensive research, assets under management, etc.--can be very costly to investors over time.
We believe our most important services to investors include our knowledge of the pitfalls of active management and benefits of indexing; our discipline in implementing and adhering to the principles of indexing; and the security and personal assistance we offer to families in the event of death, divorce, or other unexpected developments that can affect their financial well being. We are, in essence, "the firm hand on the tiller."
Our investment services include:
- Asset class analysis
- Index fund selection
- Asset allocation recommendations
- Investment Policy Statement
- Strategy implementation
- Portfolio monitoring
- Portfolio rebalancing
- Monthly statements
- Semi-annual reporting
- Year-end tax statements
- High quality communication and access (phone, newsletter, Web site)
- Ongoing investment research
-
We also provide financial planning services through an associated Certified Financial Planner (CFP) Mr. Stephen C. Schulmerich, CFP, CEA, AIF
Most of our accounts are held at TD Ameritrade Institutional Services where they are managed on a fee basis.
Our Core Values
Our firm’s long-term viability depends on enduring core values: integrity, professional excellence, concern, personal empathy and professional fiduciary oversight.
Professional Excellence
You have worked hard developing your own career. So have we, and we realize professional investment knowledge is not your principal vocation - it is ours.
Professional excellence means careful planning by experts who have experience in investments, retirement planning, tax planning and reporting, and estate planning. Our services are continuous and responsive because laws, circumstances, and the economic environment are constantly changing.
Personal Concern and Empathy
Our integrated wealth management process provides a comprehensive strategy meeting your long-term dreams and goals. Much like the strategy of a chess match, we focus on the end result, not the short-term gain.
By developing personal relationships and understanding the underlying issues, we have successfully partnered with many people like you to make sound, objective financial decisions.
Our corporate mission can also be seen in our results. Accessibility, responsiveness, experience and expertise enable Schulmerich & Associates, LLC to ensure your ongoing intergenerational financial security.
Please be aware that Schulmerich & Associates Asset Management LLC has a portfolio minimum of $100,000 to accept inquiries through this directory.
