Schafer Investment Group, Inc.

Overview

Schafer Investment Group, Inc. is a small, privately owned corporate advisory practice that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not characterize itself as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Industry connections include an affiliation with accounting professionals, which may support its planning and tax-aware investment work.

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Location & Offices