The Schenk Group

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

The Schenk Group 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.

Our Ideas

Banking on Dividends

Download PDF Version – Banking on Dividends   Royal Bank of Canada and Bank of Montreal What are the odds? The Canadian banks continue to

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Bear Market Watch

Click here for the pdf version   Last week we wrote “Suckers Rally” which suggested we thought that the weight of evidence pointed to an

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Sucker’s Rally

Download PDF here – The Suckers Rally   We believe that odds are high that stocks and mutual funds will again decline, maybe to the

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