Like a great oak tree, always here for you

PHILOSOPHY - EQUITY

A Solid Investment Management Approach

Thorough Investment Research & Analysis
Our primary investment management approach is to pursue high-quality consistent growth companies. We strive to achieve long-term growth of principal and income. Schaper, Benz & Wise Investment Counsel dedicates a significant amount of time and effort toward internal fundamental investment research and analysis to help us in our stock selection. This includes direct contact with company management in person and over the phone. Brokerage research reports and other outside research providers are used to supplement our internal efforts. When researching, our investment advisors emphasize companies with:

  • Above average and sustainable long-term growth prospects
  • Transparent and strong financial characteristics - strong balance sheet, positive cash flow, and consistent or improving profitability
  • Stable and trustworthy management
  • Reasonable valuation

Diversified Equity Portfolios
Our equity portfolios are generally fully or close to fully-invested at all times. We do not employ active trading or market-timing strategies. A typical equity portfolio is diversified among 40 to 50 companies, of which at least 70% are core holdings with the remainder in emerging growth or special situation holdings.

This website and the services contained herein are intended for U.S. citizens. Schaper, Benz & Wise Investment Counsel is an SEC-registered investment adviser located in Neenah, Wisconsin. Our Form ADV and other information can be viewed at www.adviserinfo.sec.gov. All information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Schaper, Benz & Wise of Wisconsin does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party provider, whether linked to this website or incorporated herein.