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Wasmer Schroeder

Clients We Work With

 

Wasmer Schroeder has longstanding relationships working with institutions, investors, investment consultants, and wealth management advisors providing fixed income solutions, ongoing support, and deep asset class knowledge. Our clients include RIAs, wirehouses, wealth managers, public and private pension plans, banks, endowments, foundations, insurance companies, and individuals. 

What You Can Expect

 

Our entire team is accessible to clients – from speaking with C-level executives, to the portfolio management team, to your dedicated client support manager. We are responsive, timely, and creative in finding solutions to help you better serve your clients. As a client, you can expect:

  • Solution-Centric Portfolio Design
  • Portfolio Reviews and Analysis
  • Strategy and Portfolio Level Performance Attribution
  • Client Meetings and Conference Calls
  • Quarterly Market and Strategy Commentary or Calls
  • Detailed Client Reporting