Schaefer Financial Management, Inc.

EST. AUM
$979,145,182

CONTACTS
6

CLIENT ACCOUNTS
1,810

Firm Details

Metro area Denver
CRD Number 110110
Website schaeferfinancial.com
Client types

Overview

Schaefer Financial Management, located just south of Denver, is approaching $1 billion in assets. They use 2-3 names per asset class and do not utilize models. The firm has shifted away from active mutual funds for domestic equity, now using entirely passive strategies in that area. International investments remain active. They frequently use active ETFs and mutual funds for Fixed Income. The firm has moved away from liquid alternatives, finding that K1s and lock-ups are not suitable for their client base.

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

Schaefer Financial Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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