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SCHAFER INVESTMENT GROUP, INC.
SCHAFER INVESTMENT GROUP, INC. is an SEC-registered investment adviser in MT. PLEASANT, MI. The firm manages $52,018 in assets. It has 1 employee and 1...
SCHAFER INVESTMENT GROUP, INC.
SCHAFER INVESTMENT GROUP, INC. is an SEC-registered investment adviser in MT. PLEASANT, MI. The firm manages $52,018 in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who makes investment decisions at Schafer Investment Group?
The firm's principals and investment committee are not publicly named. Schafer Investment Group is registered as an RIA with the SEC, which requires a designated chief compliance officer, but individual portfolio managers are not identified in public filings.
How does Schafer Investment Group differ from a family office?
Unlike single-family offices that manage wealth for one family, Schafer Investment Group is structured as a registered investment advisor serving multiple clients. It does not appear to be tied to a specific founding family or concentrated wealth source.
Does Schafer Investment Group invest in direct deals or co-investments?
No public evidence exists of Schafer Investment Group engaging in direct private investments or co-investment partnerships. The firm likely focuses on publicly traded securities and traditional asset allocation typical of an RIA.
What is Schafer Investment Group's regulatory status?
Schafer Investment Group is registered with the U.S. Securities and Exchange Commission as an RIA. This status requires adherence to fiduciary standards and periodic disclosure filings.
Is Schafer Investment Group related to any other investment firms?
No public source links Schafer Investment Group to other named firms, family offices, or financial conglomerates. The firm appears to operate independently.
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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