Wasmer, Schroeder & Company (WSC) is an investment advisor specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions,...
Wasmer, Schroeder & Company (WSC) is an investment advisor specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $8.31 billion in total assets under management as of 12/31/2017. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firm's corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Compliance, Marketing and Administration are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; and Portland, Oregon.
Founded Year
1987
Organization Website
wasmerschroeder.com
Organization Revenue
40000
Current Technologies
office 365
Job Functions
Business Development
Operations
Marketing
Education
Finance
Engineering
Entrepreneurship
corporate bonds
municipal bonds
mortgagebacked securities
municipal bonds mortgagebacked securities corporate bonds government sponsored enterprises