Like a great oak tree, always here for you

Investment Management

Sound Guidance to Build Your Investment Portfolio

At Schaper, Benz & Wise Investment Counsel, we offer investment management services primarily to families of wealth, foundations and businesses. Each investment advisor within our firm works with a limited number of clients. This allows sufficient time to effectively serve each individual and conduct thorough investment research, the true foundation that underlies superior long-term investment returns. Our investment management process entails:

  1. Working closely with clients to understand their individual financial situation and money management goals
  2. Establishing a clear investment objective
  3. Constructing and managing a prudently diversified investment portfolio of high-quality securities customized to achieve results consistent with the objective

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.