Mark J. Schmerge

EST. AUM
$53,414,349

CONTACTS
16

CLIENT ACCOUNTS
169

Firm Details

Metro area Cincinnati
CRD Number 120059
Website schmerge.com
Client types

Overview

The firm adopts an investment strategy that acknowledges the unique challenges investors face in today's economic landscape, characterized by government deficits, slow growth, record low interest rates, and the potential for either deflation or inflation. ACTIVE INVESTMENT MANAGEMENT integrates the principles of Modern Portfolio Theory, originally developed in the 1950s, to address the current equity markets with an active approach. The bear markets experienced in recent decades highlight the necessity of ACTIVE INVESTMENT MANAGEMENT, which prioritizes risk management. For those who are retired or nearing retirement, it is crucial to avoid prolonged periods of recovery from market declines. This approach provides an alternative to investing in equities without full exposure to downturns. Recognizing that clients may require assistance beyond investment portfolios, the firm has established a referral network of attorneys, accountants, financial planners, and other professionals to deliver a comprehensive financial strategy. The firm invites clients to explore an investment approach that has the potential to transform their financial future.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mark J. Schmerge

Platform Details

Investment Preferences

Alternative Activity

Address

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