Services

Schlindwein Associates is committed to delivering prudent advice and investment strategies that remain aligned with each client’s unique and evolving financial needs. For more than 25 years, we have helped individuals and institutions address their investment needs while managing their financial risk by focusing on three core areas: planning, investing, and consulting.

Schlindwein Associates Digital Advice is an automated investment service that makes investing and managing your portfolio more accessible and efficient. It’s a low-cost, low-threshold option that helps investors leverage a risk-managed strategy with a broadly-diversified asset allocation portfolio.