Schroeder Capital Management, LLC

Schroeder Capital Management, LLC, based in Lafayette, California, was established in May 2002 as the successor entity to Van Kasper Advisers. The firm specializes in providing investment counsel to private individuals and institutions across the United States. The firm's owner, G. Frederick Schroeder, CFA, has over 35 years of investment experience and a unique perspective on global markets. Schroeder Capital offers tailored investment services, with a minimum account requirement of $250,000. The firm operates on a fee-based structure, with management fees varying based on the investment strategy employed and the account size at inception. Schroeder Capital manages client assets on a discretionary basis, utilizing both equity and fixed income securities. The firm's investment philosophy is fundamentally based, focusing on growth and value-oriented securities. Schroeder Capital offers four primary investment strategies: US Core Equity, US Balanced, Global, and International. The firm emphasizes risk management through broad diversification and regular account reviews. The firm's Director of Operations, Jagat Pokharel, holds a Series 65 NASD license and has been with Schroeder Capital since 2014. Schroeder Capital has a strong commitment to client privacy and maintains strict confidentiality standards regarding client information. Clients can request a copy of the firm's Privacy Policy for more information.