Story

More than 30 years ago, the Wasmer Schroeder philosophy was founded on the principles of an unwavering commitment to service and a dedication to managing fixed income. From its beginning, management of the Wasmer Schroeder Strategies has held steadfast in its spirit of collaboration—doing what’s right for the advisors, investors, and institutions for whom we manage money. We do right by doing right by them—knowing their businesses, understanding their goals, and consistently finding strategies to help meet their needs.

Originally founded by Martin Wasmer and Michael Schroeder, the Strategies have grown significantly. We remain dedicated to uncovering opportunities and delivering results for our clients—working together every step of the way. As an active fixed income manager of tax exempt and taxable strategies, we are dependable, collaborative, and insightful in our approach.

As of July 1, 2020, the portfolio management teams for the Wasmer Schroeder Strategies transitioned to Charles Schwab Investment Management, Inc. (“CSIM”) with CSIM assuming portfolio management services for the Strategies. CSIM is a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIM and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.