Investment Management

     

    At Asset Protection Wealth Management, LLC. we believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

     

    We Serve:

    • Individuals
    • Employer Sponsored Pension Plans (401K)
    • Foundations
    • Endowments
    • Corporations

     

    Strategic Alliances

     

    Asset Protection Wealth Management, LLC, offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over twenty proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA and Senior Portfolio Manager, Michael Binger, CFA.

     

    Schmidt and Binger are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal, and have many other national publications. Schmidt has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

     

    Schmidt and Binger each boast over 20 years of institutional investment experience. During his tenure at AXA Investment Managers, Schmidt served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate, and government bond portfolios. Binger spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles.