We are honored to have served the investment needs of individuals, families, and institutions for more than 30 years, and we look forward to the future with renewed energy and commitment as we help our clients reach their most important life goals through sound investment management and thoughtful financial planning.
Timothy A. Schlindwein
Founder
In 1995, after having built an exceptional career in investment management and executive leadership, Timothy A. Schlindwein established Schlindwein Associates, LLC with the conviction that investment counsel should be deeply personal, independent, and grounded in trust. Tim envisioned a firm where clients would be treated as individuals whose lives, goals, and families deserved careful attention and utmost dedication. To support that vision, he developed proprietary research and investment systems designed to deliver disciplined portfolio management and the highest standard of personalized service. Integrity, thoughtful stewardship, prudent investing, and an unwavering commitment to serving clients’ best interests were the principles upon which Tim founded Schlindwein Associates. They continue to guide the firm today and remain central to every client relationship.
Winnie Schlindwein
Managing Principal | President, Chief Compliance Officer & Chief Operating Officer
Chicago
312 332-1520
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Your financial resources… managed with care
“We believe every client deserves impartial investment advice and portfolio management without conflicts of interest, true personalization aligned to their specific goals, a high level of individual attention, and a clear and consistent investment approach focused on controlling risk.”
Adam Rich
Managing Principal | Chief Investment Officer and Strategist
Dallas
469 385-7040
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We practice what we preach.
“The experience of our team in managing portfolios for high-net-worth individuals, families and institutions extends over many decades and market cycles. We employ a highly disciplined and proven investment process which evolves to reflect changes in personal circumstances and major global market trends. We invest alongside our clients, through the same process and with the same fee structure.”
Edgar Cortez, CFP®
Principal | Chief of Financial Planning & Client Service
Dallas
469 385-7040
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How we do business is as important as the services we provide.
“If clients go to bed at night feeling that they are well taken care of, we have done our job. In every transaction we look for ways to be helpful and responsive. Our client reports are straightforward, easy to understand, and delivered in a timely manner. Requests or questions are answered promptly and with care. We understand that financial concerns can cause unnecessary worry if not addressed immediately. Clients can always count on talking to a member of our team.”
