Like a great oak tree, always here for you

PHILOSOPHY - FIXED INCOME & MONEY MARKET

Fixed Income

Our fixed income strategy is geared toward the following objectives:

  • Principal preservation
  • Inflation protection
  • Stable, predictable income generation

Our portfolios are, generally, laddered maturities of treasury issues and investment-grade corporate or municipal issues.  Becuase credit quality is extremely important, we are highly selectively in our use of non-investment grade bonds. Portfolio average maturities range from three to eight years in most cases. We are not involved in active trading or swapping techniques or forecasting of short-term changes in interest rates.  Typically, we hold fixed income investments to maturity. 

Our money market strategy is to provide maximum safety and liquidity, while realizing a competitive yield. We utilize high-quality money market mutual funds, and treasury bills.

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.