Schaper Benz & Wise Investment Counsel Inc/wi
Schaper, Benz & Wise Investment Counsel Inc is an SEC-registered investment advisory firm headquartered in Neenah, Wisconsin, founded in 1992. Specialized in investment management and family wealth counseling, the firm serves over 350 clients including high net worth families, foundations, and businesses across the United States. With a team boasting over 100 years of combined expertise, they are totally independent, owned by their investment advisors, and pride themselves on building long-term, trusted relationships. The firm offers tailored solutions and financial planning delivered by 6-14 advisors, depending on source, and about 13 employees overall.
Investment Strategy
Schaper, Benz & Wise offers a client-focused investment management strategy, emphasizing personalized approaches for families, foundations, and businesses. The strategy centers around building diversified portfolios, asset allocation, and long-term wealth creation. Their philosophy is rooted in trust and honesty, striving for disciplined, independent research and prudent risk management. The firm avoids conflicts of interest by being 100% advisor-owned and only earning revenue via client fees, with no product sales or outside affiliations. Most assets are managed on a discretionary basis, optimizing holdings to suit individual client goals.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple | 3.82% | $51.4M | 201,856 | $26.71 | $254.63 | +$8.7M |
G GOOG | Alphabet C | 3.43% | $46.1M | 189,234 | $42.28 | $243.55 | +$11.5M |
O ORCL | Oracle | 3.08% | $41.4M | 147,251 | $33.76 | $281.24 | +$8.9M |
A AXP | American Express | 2.98% | $40.1M | 120,626 | $78.70 | $332.16 | +$869.3K |
S SYK | Stryker | 2.97% | $40.0M | 108,116 | $81.60 | $369.67 | -$2.6M |