Contact:
Tom Vonck, CFP
Director, Schenck Investment Solutions
800-236-2246
Schenck Investment Solutions Ranked Among the Top 50 Fee-Only Wealth Management Firms
WISCONSIN – Schenck is pleased to announce that CNBC has ranked Schenck Investment Solutions 43rd on its inaugural list of the Top 100 Fee-Only Wealth Management Firms.
The 2014 rankings were compiled by an independent rating company. Using a weighted formula to arrive at a final total rank, companies were scored on a variety of measures, including assets under management, having staff with professional designations such as CFP® or CFA, client segmentation, growth of assets and years in business.
Schenck Investment Solutions has grown assets an average of 19.8 percent over the past five years and currently has over $500 million of assets under management.
About Schenck Investment Solutions
Schenck Investment Solutions, a subsidiary of Schenck SC, is an investment advisory firm providing financial advising and investment management, reviews and recommendations for businesses, individuals, trusts, estates, retirement plans and charitable foundations.
