SYSTEM

SCHERSCHEL WEALTH – AN ARCHITECTURE FOR LIFE PLANNING

Like ever-changing ocean waves, our primary concern anticipates and allocates financial assets to secure wealth transfer from generation to generation. We guide clients through yearly volatility and respond to a changing world, whether those changes occur due to domestic or international affairs, legislative changes, geo-political risk or other market altering factors. Change Management identifies possibilities for asset accumulation, protection, conversion and eventual transfer.

  • Analyze Your Net Worth
  • Determine Your Asset Allocation
  • Education Funding
  • Retirement Planning
  • Maintain and Enhance Your Lifestyle
  • Major Purchase Analysis
  • Family and Income Protection
  • Legacy and Estate Planning
  • Converting Wealth to Income

CONFIGURATION OF YOUR STRATEGY

We integrate your objectives into Directional and Financial Summaries that we update as life changes occur. Sophisticated planning tools with professional resources match your objectives with customized solutions. Our process includes many forward-looking industry concepts.

  • Quantamental Overlay
  • Factor Investing
  • Trend Aggregation
  • Underwater Correlation
  • Conative Psychological Assessment
  • Loss Aversion Risk Management
  • Threshold System
  • Change Management

ENGINEERED TO ASPIRE

The “Golden Mean Prosperity Solutions”® portfolio of Scherschel Wealth objectively serves clients seeking long-term, stable growth of managed assets. Providing active management to clients guides all aspects of capital accumulation, preservation and growth. The philosophy helps those who want an independent advisory practice that navigates markets in times of uncertainty. It also singularly addresses each client’s unique circumstance with either a conservative or speculative approach suited to their risk tolerance. Continuous iteration ensures clients are well served over time horizons without losing sight of overall goals. “Golden Mean Prosperity Solutions”® places highest priority on fund security through volatility and judicious decision in economic prosperity.

“GOLDEN MEAN PROSPERITY SOLUTIONS”®

Scherschel Wealth’s proprietary portfolio strategy encompasses a philosophy based upon several principles to achieve stable asset growth.

  • Anticipate downward trends through continuous technical research to protect value.
  • Promote portfolio flexibility to create diversified asset class accrual and avert overexposure loss.
  • Monitor portfolios frequently to rebalance.
  • Avoid “buy and hold” strategies which stagnate growth and introduce  market bubble risks.
  • Select products and managers who can show prudent management decisions over multiple time horizons.
  • Avoid whimsical investment fads that exhibit “herd mentality”.

QUANTAMENTAL OVERLAY – COMBINING TACTICAL AND FUNDAMENTAL

The important distinctions between fundamental versus tactical asset management mean that many investors are interested in using tactical strategies to support their strategic management goals. Quantamental overlay looks above and beyond these two historical strategies to the next level of industry practice, while still incorporating the basic tenets of both. Some components of Quantamental investing include the following.

  • Statistical Arbitrage
  • Factor Investing
  • Risk Parity
  • Alternative Data