Make the right choices for your 401(k) plan with investment advisory services.

In the end, growing and evolving an organization is about generating assets and wealth for the people who have made the business a success. And making the most of those assets is an important part of your financial and growth plans.

We recommend investments to meet your short- and long-term business retirement plan needs. So you can protect the wealth your employees have earned. And secure the future they want.

When you’re ready to maximize your assets though sound investing, the independent registered investment advisors at Schenck offer you:

  • A customized investment strategy that’s based on understanding your retirement goals and getting you where you want to go
  • Investment recommendations that best fit your needs—we are not tied to specific fund companies
  • Genuine motivation to grow your assets—we’re paid on portfolio growth, not commission
  • Provide you and your employees with independent investment advice and confidential personal service
  • Education for your current and future employees through a dynamic communication program
  • Serve as a 3(21) Fiduciary
  • Custodial services provided by Mid Atlantic Trust Company

Start A Conversation

Jaime Anday

Director – Retirement Plans
P: 920-996-1110