Wasmer, Schroeder & Company

Wasmer, Schroeder & Company, LLC is an employee-owned investment manager based in Naples, Florida, with additional offices in Exton, Pennsylvania, Cleveland, Ohio, and Portland, Oregon. Founded in 1987, the firm specializes in fixed income portfolio management, serving a diverse clientele that includes private funds, high net worth individuals, endowments, foundations, corporations, and various financial institutions. It focuses on the U.S. fixed income markets, investing primarily in short and intermediate-term taxable and tax-exempt securities, such as investment-grade corporate bonds, taxable municipal bonds, government agency debt, and agency-guaranteed mortgage-backed securities. The firm employs a combination of fundamental and quantitative analysis, leveraging both in-house and external research to inform its investment decisions. Its approach is supported by a team of trained research analysts, portfolio managers, and traders, utilizing advanced technology systems to provide clients with comprehensive macroeconomic insights.