Last Updated: Mar 29, 2024

We have an experienced team that brings unique perspective and expertise to each client relationship. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients’ desire. We want to help you achieve your goals and we want you to know that we are looking out for your interests at all times.

 Schmolke Investment Team’s philosophy is a belief that portfolio allocation must be based on a careful assessment of each investor and market risk. Through diversification and careful attention to the forces that move the markets we utilize an asset protection approach to money management that is designed to maximize both growth and safety. We manage accounts for individual clients, corporations, trusts and retirement plans throughout the United 

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