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Schaefer Financial Management
SCHAEFER FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in CENTENNIAL, CO, registered since 1989. The firm manages approximately $1.1...
Schaefer Financial Management
SCHAEFER FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in CENTENNIAL, CO, registered since 1989. The firm manages approximately $1.1 billion in assets. It has 9 employees and 7 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What is the primary investment approach of Schaefer Financial Management?
Schaefer Financial Management typically allocates client assets across publicly traded stocks and bonds, emphasizing traditional asset classes over private investments or hedge funds. The firm operates as a registered investment advisor (RIA) with a fiduciary duty to clients, focusing on long-term wealth preservation.
Does Schaefer Financial Management invest in private equity or alternative assets?
Public record does not indicate a focus on private equity, venture capital, or alternative investments. The firm's approach appears rooted in publicly traded securities and standard asset allocation, consistent with a conventional RIA model.
Who leads investment decisions at Schaefer Financial Management?
Specific named principals are not publicly disclosed in available records. Leadership of the firm remains associated with its founding principal, though details on investment committee structure or specific decision-makers are unavailable.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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