SCH Financial Group LLC │ 3003 Tamiami Trail N, Suite 300, Naples, Florida 34103

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SCH Financial Group, LLC
SCH Financial Group

Fixed Income Specialist

SCH Financial Group of Naples offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies that create a solid foundation for the future.

Our fixed income strategies are all based upon intelligent bond portfolio construction and considered risk management. These are underpinned by the use of fundamental analysis and rigorous technical screens that are undistorted by emotional or personal bias.

Many Naples area clients come to us for help reworking poorly designed or misallocated portfolios that are high in risk or contain declining credit characteristics. By constructing and maintaining a portfolio of strong securities, our clients are able to benefit from long-term trends and market rewards.

Whether the market is favoring large-cap growth stocks, mid-cap value stocks, bonds or commodities, our analytical approach ensures that portfolios are properly allocated toward those high performing securities.

No strategy is able to guarantee the desired results. Investing is subject to market risks.

Make that first step by contacting SCH Financial Group in Naples, FL today 239.687.3600

Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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