About

Schenkelberg Investments, LLC is a Registered Investment Advisor dedicated to helping clients identify the correct investment strategy for their goals and navigate investment markets to align with their goals.  Our services are centered around the following key traits:

Integrity

Experience

Empathy

Fiduciary

As a Registered Investment Advisor it is our responsibility to act as a fiduciary for all clients.  As a fiduciary, we have an affirmative duty of utmost good faith to act solely in the best interests of our clients and to make full and fair disclosure of all material facts, particularly where our interests may conflict with the client’s.

Clients may include individual clients that come directly to Schenkelberg Investments, as well as advisors seeking investment management solutions for their clients. J.J. Schenkelberg has 20 years experience researching investment opportunities and managing portfolios providing knowledge and background to build fundamentally sound investment portfolios designed for each client’s unique goals and objectives.  Strategies are designed to opportunistically navigate markets while focusing on what Schenkelberg Investments, LLC believes is most important to the client:

Risk Appropriate Growth

Income Generation

Tax Efficiency