Company Profile               


Tom Schoettle formed Schoettle Financial to provide high-quality, personalized investment services to a limited group of clients.  As a fully registered and experienced firm, Schoettle Financial seeks to build long-term relationships with clients.  The personal attention and commitment we provide enables clients to accumulate and manage their wealth and work towards achieving their financial goals.  We offer top quality financial and estate planning, keeping each client's needs and tax circumstances in mind.


        Our commitment to excellence, integrity and personal service creates the foundation necessary for our clients to pursue financial success.   


 Schoettle Financial is built on the foundation of honesty and integrity.  Our clients' interests always come first.  Our personal integrity and uncompromising ethics foster the trusting relationships that we believe are crucial to managing our clients' personal financial affairs.

Tom Schoettle's primary focus is money management.  He uses a multi-faceted approach to investing, bringing together tax, legal, estate planning, insurance and financial market expertise. Each client is involved in developing, implementing and periodically reviewing their investment portfolios. Investments are managed with specific consideration given to the client's individual circumstances and objectives.  Before an investment portfolio is designed, we discuss the individual's current financial circumstances, tax situation, investment objectives and ability to accept market fluctuations.

Our legal and accounting experience enable us to develop investing strategies that  minimize the effects of taxes, and thereby improve the client's opportunities for accumulating wealth. Schoettle Financial designs asset allocation* models utilizing the Nobel Prize winning Modern Portfolio Theory ("MPT").  MPT enables the firm to create a hypothetical model using historical averages to determine the optimal way to diversify investments within a portfolio.**  The firm then selects investments for the asset allocation model by drawing upon its continual research and analyses of the broad variety of investments available. 

Client portfolios are reviewed on a regular basis and portfolio changes are recommended as they become appropriate.  We meet frequently with clients to remain informed about their ever changing circumstances and to review their individual investments and overall portfolio performance.  Quarterly statements are provided detailing the investment performance and activity, which enables clients to evaluate the value added by our services.

Tom Schoettle is available to evaluate or discuss any issues that our clients have related to their financial situation, including company benefits, mortgages, insurance or other financial concerns.  Schoettle Financial strives to provide its clients with financial confidence with timely and conscientious service.

 

*Asset allocation, which is driven by complex mathmetical models, should not be confused with the much simpler concept of diversification.

**Past performance is no guarantee of future results.