Schmidt P J Investment Management Inc.
P.J. Schmidt Investment Management, Inc. is a comprehensive portfolio management and wealth planning firm headquartered in Cedarburg, Wisconsin. Founded in 1981, the firm provides investment management, financial planning, tax planning, cash-flow planning, and insurance planning services, focusing on personalized, client-centric solutions. As an independent, fee-only investment adviser, it serves primarily high-net-worth individuals and families, with a multidisciplinary team of experienced professionals. As of recent reports, the firm manages $720 million in assets for 189 high-net-worth clients.
Investment Strategy
P.J. Schmidt Investment Management takes a client-centered, team-based approach to investment strategy, focusing on developing, implementing, and monitoring customized strategies tailored to clients’ short- and long-term goals. Their investment philosophy emphasizes transparent collaboration, personalized planning, and honest, independent advice acting in clients' best interests. They aim to promote healthy investment behavior, build long-term relationships, and help clients navigate all facets of wealth management, including retirement, estate planning, and portfolio management.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.27% | $42.1M | 84,576 | $47.43 | $497.41 | +$9.8M |
A AAPL | APPLE INC | 5.55% | $32.1M | 156,323 | $30.50 | $205.17 | -$2.0M |
A AVGO | BROADCOM INC | 5.12% | $29.6M | 107,330 | $55.65 | $275.65 | +$11.0M |
I IGIB | ISHARES TR | 4.83% | $28.0M | 524,664 | $51.68 | $53.29 | +$2.0M |
S SNDR | SCHNEIDER NATIONAL INC | 3.63% | $21.0M | 868,783 | $22.37 | $24.15 | +$969.5K |