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Let Our Clear Vision Guide Your Future
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Managed wealth. Controlled risk. |
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Planned future. Lasting legacy. |
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Areas of Focus: Retirement Income Planning, Wealth Management, Financial Planning |
Putting our clients first has always been a part of Scheinker Investment Partners’ rich history. With more than 100 years of investment experience, our client-centric culture has been reinforced by our team approach to service, our focus on individual risk tolerance, and our emphasis on long-term planning. Each of these factors contribute to the ongoing success of our clients, whether individual investors, families, business owners, corporate executives or foundations. “Our clients look to us to be their personal CFO,” says Gerald Scheinker. “They rely on us to address their needs, manage their risk, develop a game plan and continuously update and monitor their plan.”
Taking a comprehensive wealth management approach and cultivating relationships built on trust and success, each Partner is equipped with the knowledge and expertise needed to extend our services far beyond the customization of an investment strategy; we put the accumulation, growth and protection of your wealth from generation to generation at the forefront of your plan. Our unique family office structure enables each member to focus on their area of specialization. With the strength, stability and resources of Janney--one of the nation’s oldest financial services firms, proudly serving investors since 1832--firmly behind us, Scheinker Investment Partners will help you achieve your financial goals, for both today and tomorrow.
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Areas of Focus
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Scheinker Investment Partners is best suited for individuals with investable assets in excess of $500,000.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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