Schenk Wealth Management

Systematic Investment Management, Integrated Wealth Strategies

We see the world through our clients’ eyes, delivering what we would want if we were on the other end.

Systematic Investment Management

Relative Strength

This investment style is a technique used to evaluate investments on the basis of price activity and capital flows compared to other investments and asset classes.

Tactical

Investors can benefit from meaningful asset allocation shifts that positions their portfolios based on global money flows for greater potential in bull markets and advanced protection in bear markets.

Beyond Stocks and Bonds

Our Pension Strategy uses the endowment model to diversify our clients beyond stocks and bonds. We believe reliable, safe alternatives ranks as the biggest investment theme of the next ten years.

Integrated Wealth Strategies

Schenk Wealth Management has a comprehensive perspective on wealth management. We represent years of expertise, consistency, stability and trust.

Family Office

No one person can do it alone. Your retirement, business and family legacy requires an integrated approach where we work closely with your accountants and lawyers to deliver total wealth planning.

Insights

Advanced Micro Devices

Watch list position: Fundamentals Analysis: AMD has been gaining momentum in all the metrics we look for; Revenue, Earnings, Profit Margins, Free Cash Flow and

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Chevron (CVX, NYSE)

Open position: ACB: $100.95   Chevron reported earnings topping estimates and is joining the share buyback stampede. Share buybacks will resume this quarter at an

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Microsoft (MSFT, Nasdaq)

Last night Microsoft reported their fiscal fourth quarter profits. Below are some numbers from the report. *MICROSOFT 4Q Earnings Per Share $2.17, Estimated $1.92 *MICROSOFT

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