Investment Management

We offer investment management services primarily to families of wealth, foundations and corporations. Each investment professional works with a limited number of clients. This allows sufficient time to effectively service each client and to do thorough fundamental investment research, the foundation upon which superior investment results are built.
After working closely with a client to understand their individual financial situation, we establish an investment objective. We then construct and manage a prudently diversified portfolio of high quality securities customized to achieve investment results consistent with the objective.
© 2011 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.

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