WASMER, SCHROEDER & CO.
Wasmer, Schroeder & Co. is an employee owned investment manager. The firm primarily provides its services to private funds, high net worth individuals, endowment and foundation, banking and thrift institutions, corporations and other businesses, boutique wealth advisors, single and multi-family offices, trust companies, brokerage platforms, independent investment consultants, insurance companies both onshore and offshore including property, casualty, and life, hospitals and healthcare organizations, financial institutions, pension funds, including Taft Hartley accounts, religious and socially responsible mandates, and government entities. It manages fixed income portfolios for its clients. The firm invests in the fixed income markets of the United States.
WASMER, SCHROEDER & CO.
Social Links:
Industry:
Advice Financial Services
Founded:
1987-01-01
Status:
Active
Contact:
239-263-6877
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More informations about "Wasmer, Schroeder & Co."
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Wasmer Schroeder Strategies are about investor goals.
Please refer to the Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information. Portfolio Management for the Wasmer Schroeder Strategies is provided by Charles Schwab Investment …See details»
Schwab Completes Acquisition of Wasmer, Schroeder & Company, …
Jul 1, 2020 The Charles Schwab Corporation (“Schwab”) today announced that it has completed its asset acquisition of Wasmer, Schroeder & Company, LLC (“Wasmer Schroeder”). Wasmer …See details»
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Feb 24, 2020 The Charles Schwab Corporation (“Schwab”) today announced that it has entered into a definitive agreement to acquire Wasmer, Schroeder & Company, LLC (“Wasmer …See details»
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Jul 1, 2020 The Charles Schwab Corporation today announced that it has completed its asset acquisition of Wasmer, Schroeder& Company, LLC. The Charles Schwab Corporation is a …See details»
Schwab Completes Acquisition of Wasmer, Schroeder …
Jul 1, 2020 The Charles Schwab Corporation (“Schwab”) announced that it has completed its asset acquisition of Wasmer, Schroeder & Company, LLC. Contacts Erin Montgomery Charles Schwab Phone: 212-403-9271See details»
Schwab (SCHW) Completes Acquisition of Wasmer Schroeder
Jul 3, 2020 Wasmer Schroeder is an independent investment manager of fixed-income separately managed accounts. Its team of more than 60 employees, including roughly 30 …See details»
Charles Schwab completes acquisition of Wasmer Schroeder
Jul 1, 2020 Charles Schwab Corp. completed the acquisition of Wasmer Schroeder & Co. LLC. ... Charles Schwab has hired nearly all of the Naples, Fla.-based Wasmer Schroeder team. …See details»
Schwab (SCHW) Completes Acquisition of Wasmer Schroeder
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Charles Schwab Investment Management acquires Wasmer, …
Feb 25, 2020 Wasmer, Schroeder & Co. Wasmer, Schroeder & Co. is an employee owned investment manager. Acquiring Organization: Charles Schwab Investment Management …See details»
Wasmer Schroeder Strategies - Charles Schwab
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Nov 18, 2021 Schwab acquired Wasmer Schroeder's comprehensive lineup of tax exempt and taxable strategies and brought on its deeply experienced investment team in July 2020. The …See details»
Schwab to Buy Fixed-Income Firm With $10.5 Billion in Assets
Feb 24, 2020 Charles Schwab Corp. is continuing its buying spree, agreeing to purchase Wasmer, Schroeder & Co., a Naples, Florida-based fixed-income management firm with $10.5 …See details»
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Nov 18, 2021 WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the expansion of its …See details»
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