Fixed Income and Money Market

Our fixed income strategy is geared toward principal preservation, inflation protection, and stable, predictable income generation. We employ a passive, buy and hold approach to minimize expenses.

Our portfolios are, generally, laddered maturities of treasury issues and investment grade corporate or municipal issues. Credit quality is extremely important; therefore, we rarely use non-investment grade bonds. Portfolio average maturities range

from 3 to 8 years in most cases. We are not involved in active trading or swapping techniques, or forecasting of short-term changes in interest rates.

Our money market strategy is to provide maximum safety and liquidity, while realizing a competitive yield. We utilize high quality money market mutual funds, treasury bills, and other government-insured securities.

© 2007 Schaper, Benz & Wise • 18 Jewelers Park Dr. • Suite 200 • PO Box 628 • Neenah, WI • 54957-0628 • (920) 727-1137

This website and the services contained herein are intended for U.S. citizens. Schaper, Benz & Wise Investment Counsel, Inc. is an SEC registered investment adviser located in Neenah, Wisconsin. Our Form ADV and other information can be viewed at www.adviserinfo.sec.gov. All information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Schaper, Benz & Wise does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party provider, whether linked to this web site or incorporated herein.

Privacy Statement