Financial Planning and Investment Services
In response to a growing demand for financial services, we founded Cassady Schiller Wealth Management, thereby providing an additional discipline to better serve our clients. Providing financial services allows us to efficiently coordinate our clients’ tax and investment matters.
Evidence Based Investing
A significant factor in selecting an investment advisor is finding an investment strategy that is right for you. Our investment approach is derived from rigorous, ongoing academic research by the world’s leading financial economists. Using Institutional Class Investments, we help you implement a disciplined, long-term investment strategy that is cost-effective to develop and maintain. We work with investment professionals who are respected leaders in structuring specialized investment funds for institutional investors. Through Cassady Schiller Wealth Management you gain access to these institutional funds.
Fee-Only Investment Management
By charging an annual fee for our services based on total portfolio value (rather than a commission to buy and sell assets) our interests are aligned with yours.
We develop an investment policy statement with you and hold regularly scheduled reviews to maintain the discipline needed for long-term success.
You Are In Control
While you grant us Limited Power of Attorney to execute transactions on your behalf, you remain in control of your assets, with your account held in your name at Charles Schwab Institutional.
Jim McGrath, a partner at Cassady Schiller and professionally licensed in general securities and life insurance in the State of Ohio, heads Cassady Schiller Wealth Management