Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently support families in their financial security and success. Amy and I have worked to improve processes and procedures so that assets under management can grow with the same level of service that our clients should expect.
The end of the First Quarter of 2025 finds the firm with the following key statistics:
- $47.0 million in assets
- 277 accounts
- 89 household relationships
New clients, in addition to historically attractive investment returns, helped contribute to firm success. It is a joy to see clients moving closer to their long-term financial goals. For everyone there is a constant balancing act of financial saving with spending the resources we all work so hard to earn throughout life. The proper balance of saving and spending is different for every client and can change over time.
As Schenkelberg Investments grows, it is also a balancing act of supporting clients through financial planning and investment management while managing the operations and technical aspects of a business. Key updates include:
Web-Site Improvements
An effort has been made to update and improve the use of the web-site: www.schenkelberg.investments:
- Access On-Line Accounts Through Schenkelberg Investments. There is now a “TradePMR” link on the www.schenkelberg.investments web-site where you can access on-line sign in to accounts.
- Team Information. Information regarding Amy Vance, including experience, interest and photo are available.
- Contact Us Link. A link on the front page has been added to contact us.
Secure File Sharing
The ability to send and receive documents securely through an email link is now available. In the past we would need to coordinate with clients in person, through mail or other work arounds to share secure information. Keeping client information secure is extremely important to us, and a more efficient process will help improve this interaction.
Drop in Transaction Fees
With growth in assets comes cost efficiency for the firm and clients. ETF and individual stock transaction costs have dropped from $9.95 to $6.95 per transaction.
We appreciate each opportunity to be part of our clients’ lives. There is a dedication to always try and maintain trust through transparency, honesty and a true desire to look at each client’s best interest when making financial recommendations and trade decisions. Integrity, Experience, Empathy and Fiduciary have always been the cornerstone of Schenkelberg Investments, LLC.
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