We’re Financial Advisors in Bluffton, SC.
Helping Our Neighbors Improve Their Financial Well-Being.
When it comes to investing and living your best life, persistence can pay off.
That’s why we make your goals our defining mission — one we won’t consider accomplished until your financial aspirations are fulfilled.
And to help you realize your goals — big, small, short- or long-term — we will:
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Devote our full, undivided attention to help ensure your needs and wants are heard and understood |
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Serve as your compass to guide you towards your financial destination, especially in times of emotional stress or economic uncertainty |
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Put maximum effort into creating and managing the investment plan best suited for your life and circumstances |
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Approach our partnership with integrity, excellence and the utmost respect for your goals |
Who We Help
Our team has the pleasure of helping a diverse set of clientele.
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Growing and affluent families interested in preserving their wealth
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High-earners and individuals who want help in capitalizing on their investments
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Businesses in need of maximizing cashflow, lending solutions and advice to achieve outlined benchmarks of success
Your Team
Gene N. Schraeder, Jr.
- Managing Partner
What We Can Do For You
Our breadth of skills and talents enables us to promote clarity and confidence surrounding your wealth in many key ways.
Equity Strategy: A major element of your investment strategy is understanding how much should be invested in equities compared to treasuries or bonds. These investments can come in many forms, including:
- Value investments with certain holdings potentially undervalued to their intrinsic value
- Growth investments with potential to increase in value compared to the broader market
- Momentum investments that are increasing in value with a moderate likelihood to continue doing so
- Sector investments that cover a broad collection of companies within a given segment
Portfolio Analysis: We will evaluate your current allocations and investments as a whole, from risk/return ratios, asset correlation, diversification and/or concentration of certain holdings and the overall expense ratio. The goal of our exercise is to improve your portfolio’s performance.
Portfolio Testing: We conduct an extensive array of portfolio back tests and methodologies before we present any investment strategy. Doing so helps us find weak links, filter out potential portfolio drags and propose a plan that has the greatest likelihood of achieving your goals with the least amount of risk.
Retirement Income Planning: Many have a fear — spoken or unspoken — of having inadequate funds to last their life or live it the way they wanted. We will create a strategy outlining when to draw benefits, the order in which to receive disbursements and identify investments that may generate sufficient income for your needs and joys.
No matter what, your plan and strategy will adapt to your needs, even as they change, and align with your identified risk tolerance.
Schedule a Consultation With Our Financial Advisors in Bluffton, SC
We’re available to learn more about you and your aspirations in person, over the phone, or online.
Call 854-429-0037 or email us and we can start working together to achieve potentially great things.