Schenck Investment Solutions, LLC

Money Directory

Published October 29, 2012

11414 W. Park Pl.

Milwaukee, WI, 53224

Primary Contact: Kathy Lakritz

(414) 465-5557

Website: www.schencksc.com

Year Founded: 1999

Primary market served: Individuals

Secondary market served: Families

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Financial Planning
Investments
Wealth Management
401K Plans

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: We are a registered investment adviser providing independent and objective advice. We serve individuals, trusts, IRA's and retirement plans, with a strong client focus.

Most typical fee structure: Percentage of assets under management

Total assets under management: $250 to $499 million

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: Under $500,000

Typical age of your clients: 55 or Over

Primary industry: Health Services

Secondary industry: Business Service

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: $1 to $4.9 million

Other services provided: Tax
Payroll
Audit
401K
SEP
IRA

Investment philosophy: Clients specific asset allocation guides process toward meeting financial goals. Focus on keeping costs low and broad diversification of investments. Personal service and attention are keys to successful relationship.

Management of customer portfolios: Both internally & externally