Mission and Core Values
Our Mission: to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions.
Our firm’s long-term viability depends on enduring core values: integrity, professional excellence, concern, personal empathy and professional fiduciary oversight.
These core values drive our activities:
You have worked hard developing your own career. So have we, and we realize professional investment knowledge is not your principal vocation - it is ours. Professional excellence means careful planning by experts who have experience in investments, retirement planning, tax planning and reporting, and estate planning. Our services are continuous and responsive because laws, circumstances, and the economic environment are constantly changing.
Professional fiduciary oversight and integrity.
We are committed to the highest international financial fiduciary standards possible by FI360.
Personal concern and empathy.
Our integrated wealth management process provides a comprehensive strategy meeting your long-term dreams and goals. Much like the strategy of a chess match, we focus on the end result, not the short-term gain. By developing personal relationships and understanding the underlying issues, we have successfully partnered with many people like you to make sound, objective financial decisions.
Our corporate mission can also be seen in our results. Accessibility, responsiveness, experience and expertise enable Schulmerich & Associates, LLC to ensure your ongoing intergenerational financial security.