WASMER SCHROEDER - Form ADV — RADiENT Wasmer Schroeder is an independent investment manager of fixed-income separately managed accounts. Known for its rigorous approach to fixed income management, the Wasmer Schroeder team employs a distinctive use-of-proceeds methodology to identify bonds that finance projects and initiatives with positive social or environmental impacts, distinguishing Wasmer Schroeder strategies from offerings that rely solely on third-party ESG ratings or . PDF Wasmer, Schroeder & Company Charles Schwab The Fund determines the fair value of its investments and computes its net asset value per share as of the close of regular trading on the New York Stock Exchange (4:00 pm EST). Performance charts for Wasmer Schroder Intermediate Taxable Fixed Income Plus Strategy Fund (WASSIFS) including intraday, historical and comparison charts, technical analysis and trend lines. Schwab Expands Its Fixed Income Offering With the Launch ... Charles Schwab : Schwab Expands Fixed Income Offering With ... Wasmer Schroeder & Company Inc. is the 515th largest mutual fund manager, with over $104.9M in total net assets. Wasmer Schroeder is an independent investment manager of fixed income separately managed accounts with over $10.5 billion in assets under management. Contact Info. Smart technology and approach. Bond Buyers | Business Observer | Business Observer Ask Edward Allen Morton or our advisors a question, view Edward Allen Morton's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. With portfolios managed by Charles Schwab Investment Management, Inc. (CSIM), Wasmer Schroeder Strategies offer your clients a range of fixed income separately managed accounts across the duration, credit, and liquidity spectrums. The average manager tenure for all managers at Wasmer Schroeder is 6.34 years. Schwab Launches 2 Custom-Built Variable Annuities ... Schwab Expands Its Fixed Income Offering With the Launch ... PDF Wasmer, Schroeder Company, Inc. - Lincoln Financial Group The Wasmer Schroeder Strategies comprise six actively managed strategies, two ultra-short fixed income strategies and 12 bond ladders. For more, read the joint announcement. Wasmer, Schroeder & Company has approximately $4.3 billion in assets under management (AUM). The Schroder Short Duration Bond Fund seeks long-term returns consistent with the preservation of capital. View & analyze the WSHYX fund chart by total assets, risk rating, Min. In addition to the 35 individual funds already on the . The primary impact intention is to provide investors with an opportunity for values Alignment, solely within the Public Theme. Wasmer, Schroeder & Company, LLC (DBA: Wasmer Schroeder), a Delaware Limited Liability Company, is a SEC-registered investment advisor with its principal place of business located in Naples, FL. Find our live Schwab High Yield Municipal Bond fund basic information. Benefits for your clients Talented team It manages $8.89 billion of regulatory assets for 4,608 client accounts. The Wasmer Schroeder High Yield Municipal Fund's (the "Fund") investments in securities are carried at their fair value. Schwab's latest ETF Investor Study shows investors have a strong and growing appetite for ETFs. Wasmer, Schroeder & Company is a hedge fund based in Naples, FL. The minimum investment to open an account is $25,000. Wasmer Schroeder's speciality is separately managed accounts (SMAs), which are portfolios of securities overseen by an asset manager. Schwab clients can now access a total of 25 Wasmer Schroeder Strategies, including nine actively managed strategies, two positive impact and two ultrashort strategies and a series of 12 bond ladders. If you unenroll from your Schwab Managed Portfolios, Windhaven Strategies, ThomasPartners Strategies, or Wasmer Schroeder ™ Strategies, account prior to the date of your recurring distribution, you must ensure that funds are available in your account on the date of the recurring distribution in order to distribute the RMD amount. Nearly all ETF investors surveyed (94%) say they are likely to purchase ETFs in the next two years. The units of WS are owned 75.1% by the Manager, Wasmer, Schroeder & Company, Inc., a Florida S-Corporation and 24.9 % by Wasmer's PIFI fund invests predominantly in municipal bond issuances, as well as international aid and green bonds, all of which are positively screened for impact. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. A free inside look at company reviews and salaries posted anonymously by employees. (1) Wasmer, Schroeder & Company, LLC (the "Adviser"), the Fund's investment adviser, has contractually agreed to waive a portion or all of its management fees and pay Fund expenses to ensure that Total Annual Fund Operating Expenses (excluding acquired fund fees and expenses ("AFFE"), taxes, interest expense and extraordinary expenses) do not exceed 0.75% of the Fund's average daily . The launch of additional strategies delivers on Schwab's objective of providing clients with more fixed income choices and compelling value through the Wasmer Schroeder acquisition. 3 customer reviews of Wasmer Schroeder & Company Inc. One of the best Investment Service, Finance business at 600 5th Ave S #210, Naples FL, 34102. Client assets are invested in mutual funds ("MFs") and exchange-traded funds ("ETFs"). Get information about the top portfolio holding of the Wasmer Schroeder High Yield Muni Instl (WSHYX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. He oversaw all tax exempt strategies and the management of the Wasmer Schroeder High Yield Municipal Fund (WSHYX). The Wasmer Schroeder team identifies bonds that finance projects and initiatives with positive social or environmental impacts, a feature that distinguishes the funds from other offerings that . investment, market cap and category. Wasmer Schroeder High Yield Municipal Fund Annual Report February 28, 2019 Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies of the Fund's shareholder reports will no longer be sent by mail, unless you specifically request paper copies of the reports from the Fund It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states. Wasmer Schroeder More than 30 years ago, Wasmer Schroeder was founded on the principles of an unwavering commitment to service and a dedication to managing fixed income the right way. Wasmer, Schroeder & Co. is an employee owned investment manager. Wasmer Schroeder tax-exempt actively managed strategies: These are generally for investors who fall into a higher tax bracket and are looking to generate steady income.

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