The cornerstone of the Schippel Consulting, LLC. investment management philosophy is to build and protect the purchasing power of its clients, by achieving superior returns in a conservative manner. The principles that frame this philosophy include quality, consistency, discipline, diversification and patience. The firm is dedicated to understanding client objectives, investing in a manner consistent with those objectives, and communicating regularly with clients regarding the investment environment and their specific portfolio structure.

Regardless of your investment goals, Steve can provide you with a custom-tailored portfolio solution. We realize that everyone is different. With that in mind, our clients are not "boxed" into standardized portfolios. We create and manage your portfolio based on your ever-changing needs, and the continual changes in the economy and marketplace. We bring a unique value to our clients -- one that is unattainable through traditional investment houses and banks. That value is a direct relationship with your portfolio manager. Each client has a personal relationship with his or her portfolio manager. There are no business development officers or marketing personnel acting as a buffer. Our services include quarterly statements detailing your portfolio and investment performance reporting, timely economic and market commentary, account reconciliation, tax reporting information, and a partnership with your other professional advisors to ensure that you receive the most comprehensive investment services. These reports supplement the regular account statements you receive from your custodian and provides you with an audit of your investment accounts managed by our firm. Schippel Consulting, LLC offers Portfolio Management services on a fee-only basis. Our compensation is based strictly on the value of the assets you have under our management. We do not have any investment products to sell, nor do we receive any commissions for trades made on your behalf. This allows us to maintain objectivity in regard to your investment accounts. We can only increase our compensation by increasing the value of your holdings.

Portfolio options Schippel Consulting, LLC. will meet with you to determine your risk tolerance and your investment needs. During the initial meetings there will be a review of your financial picture. After your goals are determined and your current situation has been reviewed, then Schippel Consulting, LLC. will offer a suggestion for a specific money management team to work with you. After much discussion and research we have established an affilication with some of the best Portfolio Managers in the country. These Managers have become known for managing custom investment portfolios. An example of a few types of portfolios that we manage are listed below. We would customize your portfolio to meet your individual needs.

Growth Equity The Growth Equity strategy is designed to build purchasing power using stocks of large multinational companies that are chosen for their superior long-term growth characteristics and potential. This strategy is best suited for investors who have a long-term outlook, desire capital appreciation, and wish to remain more fully invested while experiencing a less volatile approach to the equity market. Fixed Income The Fixed Income strategy focuses on obtaining a highly predictable and dependable source of current and future income. The investment philosophy centers on combining competitive interest earnings with capital gain potential to earn an attractive total rate of return. Investments consist primarily of U.S. Government securities, corporate bonds, and high-quality municipal bonds where appropriate. This portfolio is suited for investors seeking consistent income and protecting that income’s buying power from inflation. Growth Balanced The Growth Balanced strategy is designed to build and protect purchasing power by using a lower-risk asset allocation strategy combined with higher-quality equity and fixed income securities. This strategy is best suited to investors who desire long-term capital appreciation with a comfortable level of investment income that can also help reduce portfolio volatility.

Schippel Consulting, LLC. is a state licensed investment advisor with the state of Arizona and Maryland. Schippel Consulting, LLC. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Schippel Consulting, LLC. and its affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.