PRODUCT

SPECIALIZATION

Honed through years of an iterative management discipline, Scherschel Wealth offers select clients the following specialized portfolios and approaches. With enhanced due diligence and highly customized risk management, the following strategies position clients at the forefront of avant-garde investment industry practices. Scherschel Wealth integrates such strategies to offer clients the chance to excel beyond standard investment management models.

  • Leveraged ETF Portfolios
  • Volatility Trading
  • Quantamental Research Overlay
  • Factor Investing
  • Trend Aggregation
  • Focalized Dividend Portfolios

CATALOG

Scherschel Wealth offers a broad line of financial products from some of the best known companies in the industry. As an independent wealth management practice, we can properly match our clients’ needs to the appropriate financial instruments.

  • Over 12,000 Mutual Funds
  • Exchange Listed Securities
  • Exchange Traded Funds & Notes
  • Government & Municipal Bonds
  • Asset Management
  • Health & Long Term Care Insurance
  • Fixed & Variable Annuities
  • Fixed & Variable Life Insurance
  • No-Load Variable Life & Annuities
  • Commercial Loans
  • Retirement Plans including IRAs, 401Ks & 403Bs

ACCOUNT AND SERVICE OPTIONS

TradePMR Advisory

TradePMR Fusion offers everything you need to be an informed investor in one easy-to-manage account. Investing can be a time-consuming and complicated process. But it doesn’t have to be. With Fusion, you have access to a variety of investments and support from your Advisor all for a single fee based on the value of your account. Fusion is your one-stop source.

Hilltop Brokerage

The standard commission-based account serves as a basic trading account alternative should you choose not to take advantage of the more comprehensive suite of fee-based services. Registering for Hilltop’s online account management system enhances the productivity of your relationship with your Advisor. It provides secure access to your current account information, timely market quotes, news, calculators, interactive charts and other tools that can help you make well-informed decisions.

Retirement

  • IRA (Roth, Traditional)
  • 401k
  • SEP
  • Simple IRA
  • Keogh (HR10)
  • 403b
  • Profit Sharing
  • Money Purchase Pension
  • Defined Benefit Pension

Investment Products

  • Equities/Stocks
  • ETF (Sector, Leveraged, Volatility)
  • Large, Mid, Small Cap Equity
  • International Equity
  • Global Equity
  • Bonds
  • Taxable Fixed Income
  • Tax-Exempt Fixed Income

Mutual Funds

  • Large, Mid, Small Cap Balanced
  • All Cap Balanced
  • Global Balanced

Estate Planning

  • Lifetime Gift
  • Revocable and Irrevocable Trust
  • Generation Skipping Transfer Trust
  • Charitable Giving

Fixed Income Securities

  • Taxable Fixed Income
  • Tax-Exempt Fixed Income
  • Certificates of Deposit (CD)
  • Convertible Bonds
  • Corporate Bonds
  • Government Bonds
  • High Yield Bonds
  • Mortgage-Backed Securities
  • Municipal Bonds
  • Preferred Securities
  • U.S. Treasury and Agency Securities
  • Zero Coupon Bonds

Educational

  • 529 Plan
  • Coverdell
  • UGMA/UTMA

Account Types

  • Standard
  • Fee-Based
  • Retirement
  • Margin
  • Transfer on Death (TOD)
  • Third Party Money Managers

Educational

  • 529 Plan
  • Coverdell
  • UGMA/UTMA

Annuities

  • Variable
  • Fixed Rate
  • Immediate

Cash Products

  • Check Writing/Debit Card
  • Rewards Program
  • ACH/Bill Pay
  • Dividend Reinvest
  • Cash Sweep

Insurance

  • Life (Whole, Term, Variable Annuity)
  • Accident
  • Disability
  • Long-Term Care
  • Buy/Sell Agreements
  • Exchange Fund

UIT

  • Equity UIT
  • Fixed Income UIT