Even the most carefully recommended allocation needs active, ongoing management to remain in tune as your situation evolves and the investment environment continues to change at an ever-faster pace.
The Elliott-Schmitt Group systematically customizes every portfolio using both strategic and tactical asset allocation and diversification strategies to set and keep each client on a path designed to meet his or her unique needs.
Through Baird, our team also has access to the most exclusive asset managers, generally available only to institutions or individuals with over 10 million in investible assets. As these managers make changes, we monitor their allocations to make sure they are still in harmony with our clients’ risk tolerances and individual plans
Unlike traditional “buy and hold” recommendations, the Elliott-Schmitt Group’s dynamic allocation strategies are not designed to sit static while the world changes around them.
Consistent communication is key to any successful partnership. But, without deep understanding, it won’t take us far. That’s why the Elliott~Schmitt Group starts every client relationship with a complimentary consultation, which includes a full financial plan and recommendation.
More than a simple Q&A about your risk profile and time horizon, we take the time needed to discuss your personal circumstances. This thorough discovery process sets the tone for our partnership, helping us to understand what’s most important to you. For our clients, this plan becomes the foundation of our long-term relationship.
Because we understand your needs are unique, we value the perspectives of others you trust. The Elliott~Schmitt Group has developed strong relationships with many of our clients’ professional tax or legal advisors. By working closely with your other advisors, we can help ensure your broader plans align with your long-term financial goals and personal wishes.
And our affiliation with Baird puts an even broader team at your disposal, including dedicated professionals with deep expertise in the financial implications of tax and estate planning, retirement planning and education savings.
Wherever you are on the path to your financial goals, our job is to capture and illuminate the bigger-picture perspective you’ll need to reach them.
“When we consult with our clients’ other professional advisors we bring ideas to the table and lead discussions about our clients’ best financial interests.”