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.