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

Caterpillar Inc. (CAT, NYSE)

Last week CAT topped earnings estimates on rising construction equipment sales. CEO Jim Umpleby said Caterpillar is “proactively managing supply chain risks”. Heading into the

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Nutrien Ltd. (NTR, TSE)

After buying NTR in early March as it moved into our relative strength buy zone, the stock had a somewhat frustrating sideways move. It also

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iShares Capped Energy Index

Close: $7.61 Yield: 3.27%   Last week Berkshire Hathaway held their annual meeting. Asked about his oil investments, Warren Buffett said “we’re going to need

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