Wasmer, Schroeder & Company

Wasmer, Schroeder & Company, LLC, established in 1987, is an employee-owned investment manager headquartered in Naples, Florida, with additional offices in Exton, Pennsylvania, Cleveland, Ohio, and Portland, Oregon. The firm specializes in managing fixed income portfolios for a diverse range of clients, including private funds, high net worth individuals, institutions, and government entities. It invests primarily in short and intermediate term taxable and tax-exempt fixed income securities in the United States, 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, using a bottom-up approach, to make investment decisions. It benchmarks portfolio performance against various Barclays' indices and complements in-house research with external research. The company operates as a subsidiary of The Charles Schwab Corporation.