Schmidt Financial Group, Inc.

www.schmidtadvantage.com

Once a Millionaire, Stay a Millionaire. Our philosophy is informed by our background in the technology space. In venture capital and at technology firms, we have seen myriad examples of significant paper wealth evaporating due to improper planning, or lack of expertise in quantifying and managing risk. Having experienced concentration risk in our own portfolios, our advisors are well-versed in strategies to hedge this risk. Our goal is not to maximize expected return (which brings with it higher volatility), but rather to maximize the clients’ odds of reaching their goals. This focus on correlations, variability and outcomes stands in contrast to more product-oriented philosophies that fixate on backward-looking returns. Read more at SchmidtAdvantage.com ------------------------ Schmidt Financial Group, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Group, Inc. does not provide tax, accounting or legal advice.

Read more

Reach decision makers at Schmidt Financial Group, Inc.

Lusha Magic

Free credit every month!

Once a Millionaire, Stay a Millionaire. Our philosophy is informed by our background in the technology space. In venture capital and at technology firms, we have seen myriad examples of significant paper wealth evaporating due to improper planning, or lack of expertise in quantifying and managing risk. Having experienced concentration risk in our own portfolios, our advisors are well-versed in strategies to hedge this risk. Our goal is not to maximize expected return (which brings with it higher volatility), but rather to maximize the clients’ odds of reaching their goals. This focus on correlations, variability and outcomes stands in contrast to more product-oriented philosophies that fixate on backward-looking returns. Read more at SchmidtAdvantage.com ------------------------ Schmidt Financial Group, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Group, Inc. does not provide tax, accounting or legal advice.

Read more
icon

Country

icon

State

Washington

icon

City (Headquarters)

Kirkland

icon

Employees

1-10

icon

Founded

1993

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Shareholder , Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(26)

Reach decision makers at Schmidt Financial Group, Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details