Wasmer Schroeder Strategies, now integrated into Schwab Asset Management, specializes in managing fixed income portfolios. With over three decades of experience, the firm focuses on providing diversified fixed income strategies tailored to meet the unique objectives and preferences of investors. The primary clients include individual investors, financial advisors, and institutional clients seeking stable income and capital preservation. Operating in the financial services market, the business model revolves around offering a comprehensive lineup of fixed income investment options, including bonds and other debt securities. Revenue is generated through management fees based on the assets under management (AUM). The firm emphasizes risk management, addressing various risks such as interest rate risk, credit risk, and reinvestment risk. Clients can continue to access their portfolios through the Wasmer Schroeder Strategies client portal, ensuring seamless service continuity.

Keywords: fixed income, investment management, Schwab Asset Management, bonds, debt securities, risk management, financial advisors, institutional clients, capital preservation, diversified strategies.