Our Services

Mission Statement

      The mission of Schnieders Capital Management, LLC (SCM) is to enhance the financial well-being of individuals and institutions by creating custom tailored portfolios that meet specific needs while providing outstanding investment advice and customer service.  The portfolios we create diversify risk across industry groups and across asset classes, including equities and fixed income.  Our clients are primarily in the Pasadena and greater Los Angeles basin, but we also service many clients that are geographically dispersed across the United States.

Structure of SCM

     SCM is a horizontally integrated firm. This means we personally handle the core functions of analyzing companies, building portfolios and communicating with clients.  Back office, payroll, accounting, and technology services have been outsourced to local and regional firms, all of whom have been integrated into our communications network.

     This structure allows our firm much greater flexibility in rendering investment advice. We have access to a broad range of research, a large inventory of bonds (both municipal and corporate) and other fixed income instruments.  Furthermore, we are able to work with a number of different brokerage firms. Our primary brokers are Pershing, a subsidiary of Bank of New York Mellon and Charles Schwab & Co., Inc.  Both firms offer our clients attractive commission prices, and are top clearing brokers on the New York Stock Exchange, executing a significant percentage of all daily trades on the NYSE.  Bank of New York Mellon, Pershing’s parent company, and Charles Schwab & Co., Inc. are also two of largest custodians of client assets in the U.S.

Investment Research

     Exhaustive investment research is our key to providing clients real value in the market.  SCM has the resources necessary through its own computers and via access to proprietary and industry databases to which we subscribe, to perform fundamental analysis on thousands of companies across all U.S. industries.  These data points are then filtered to look at attractive valuations, earnings growth, future growth potential, earnings stability, dividends, competition, and possible future catalysts to find appropriate investments for our clients based upon their unique profile.

 

     In addition, SCM has sell disciplines based on valuation, peer group performance, deteriorating fundamentals, event risk and technical factors.  In fact, SCM has computer systems that automatically search for these factors across stocks which we own and are monitoring.

Exhaustive investment research is our key to providing clients real value in the market.  SCM has the resources necessary through its own computers and via access to proprietary and industry databases to which we subscribe, to perform fundamental analysis on thousands of companies across all U.S. industries.  These data points are then filtered to look at attractive valuations, earnings growth, future growth potential, earnings stability, dividends, competition, and possible future catalysts to find appropriate investments for our clients based upon their unique profile.

      We feel we are somewhat unique given the size of our firm, in that we generate our own ideas, and utilize Wall Street Research as a starting point, which is then filtered through the variables we deem to be important.

 

     The end result of all this is a highly specialized firm wherein we provide a setting in which we work with our clients and make investment decisions on a personalized basis, rather than being thrown into a large corporate environment marked by answering machines and a revolving personnel.

Your professional and financial success are often accompanied by wealth management challenges.

     At Schnieders Capital Management, we develop a financial plan based on your risk profile, tolerances, long term goals, and short term needs.  SCM will then custom tailor a portfolio of high quality, brand name, large capitalization companies that can help provide the current income and long term appreciation to help you meet your specific financial needs.  We are committed to delivering financial solutions enhanced by meetings and feedback we receive from you. We take pride in the fact that we enjoy numerous long-term client relationships, and service family groups and corporations, often across multiple generations.

     Our setting offers a small, personal firm where you work with senior professionals who make investment decisions.  We offer only customized investment advice based upon years of experience.

Let our 100+ years of investment experience set the direction of your investment portfolio to help preserve and enhance your wealth!

Benefits of Working with SCM

  • Meetings with Portfolio Managers

Consult with senior portfolio managers on a personal basis.  Receive professional investment advice, with a well diversified portfolio designed to meet your exact needs.

  • Technology

Access to your portfolios and account information 24 hours a day through the custodian’s website, in addition to monthly statements from the custodian.  Access to customized financial reports on your holdings during meetings provided through a host of financial technology databases available to SCM.

  • Market Reports

Save time and stay informed with quarterly market updates, trends and projections.

  • Goals & Financial Planning

Set financial goals and get specialized assistance to help you meet your financial objectives.

  • Diversification

SCM creates diversified and well-balanced portfolios to help you meet your long term needs and reduce risk for your financial security.

  • Competitive Fees

Since SCM is a horizontally integrated firm, our expenses are lower than many of our competitors.  These savings are passed on to you. 

Meet the Team

William H. Schnieders
Principal
bill@schniederscapital.com
 

Bill is the co-founder of Schnieders Capital Management (SCM), along with his son Jim. He has spent over 50 years in the investment industry; as a broker, analyst, and a portfolio manager. He is a graduate of Loyola High School, and later graduated from UC Berkeley, where he majored in finance. He received his MBA from New York University's graduate school at night, after two years of service in the Military.

Bill began his investment career with Dean Witter in New York, and later became a partner with BWA Associates in Los Angeles. After BWA was purchased in the early 70's, Bill joined Smith Barney as Vice President of their portfolio advisory group. During this time, Bill was also involved as an adjunct professor of finance at the Pepperdine graduate school of business administration. In 1984, Bill joined Paine Webber as a

Senior Vice President, Investments, and a Senior Portfolio Manager for their portfolio management group, where was employed until the founding of SCM in 2002.

James F. Schnieders, CFA
Principal
jim@schniederscapital.com
 

Prior to helping found SCM, Jim worked at William O'Neil & Company for nine years. William O'Neil is a highly regarded institutional investment firm and owned one of the world's largest equity research databases. They are also the parent company of the Investor’s Business Daily newspaper. While at William O'Neil, Jim specialized in providing investment research, ideas, and advice to some of the top financial institutions in the United States and Asia. Jim graduated with honors from UCLA and has also earned a CFA (Chartered Financial Analyst) designation. Jim is a member of the CFA Institute and has been involved with the Los Angeles Society of Financial Analysts.

John F. Schnieders, CFA, CFP®
Principal
john@schniederscapital.com
 

John joined Schnieders Capital Management as a principal in 2006. Before joining SCM, John worked for 12 years at William O'Neil & Company.  While at William O'Neil, John worked for over two years as an analyst directly with the company's founder Bill O'Neil, and for eight years advising institutional clients in the United States and Canada on the composition and allocation of investment portfolios. John holds a CFA (Chartered Financial Analyst) designation. Furthermore, John is also a CFP® or Certified Financial Planner helping SCM clients in their personal financial areas. John completed his undergraduate course work at UCLA where he earned Magna Cum Laude honors.

Most of our existing clients will know Wanda for her upbeat attitude and cheerful disposition. Wanda is highly organized and does a great job of handling many different tasks, including day to day client requests. Before working at Schnieders Capital Management in 2002, Wanda had worked as Bill's executive assistant at UBS Paine Webber. Prior to working at UBS Paine Webber, Wanda worked in the administration office at Pacific Alliance Hospital.

Sue is a highly-skilled professional who provides many administrative duties and assists in client services.  She is also SCM’s Chief Compliance Officer. Sue worked at UBS Paine Webber as a Client Service Associate for two years before joining SCM in 2002.

Stacey Alexander-Dunajski

Stacey joined Schnieders Capital Management in 2014 as a part-time administrative assistant and provides back office support and assists with client requests. Stacey also handles the office’s creative tasks having received her MFA in Visual Art from California State University Northridge in 2019.

Zoe joined SCM in 2018 where she assists with administration, back office support, client requests and opening new accounts. She graduated from UCLA with a BA in Political Science in 2003 and also has an MBA from Pepperdine's Graziadio School of Business and Management in 2006. Zoe has over 12 years of experience in the financial industry and extensive knowledge in project management.

Zoe Pandazos-Evans
zoe@schniederscapital.com

© 2019 by Schnieders Capital Management, LLC

Schnieders Capital Management, LLC is a Registered Investment Advisor. Schnieders Capital Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is information distribution.
Any communications with prospective clients residing in states or international jurisdictions where Schnieders Capital Management, LLC and its advisory affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

 

USE OF LINKS TO OTHER WEBSITES: This website may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by SCM of the contents on such third-party websites. SCM is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by SCM or a third party. SCM does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.

 

THIRD PARTY CONTENT: Through this website, you may have access to information relating to securities, indexes or the securities markets ("Market Data"). SCM may compile or obtain this Market Data from third parties who are independent of SCM. Even though the sources of the Market Data provided on this website are believed to be reliable, SCM is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the Market Data. The Market Data that may be provided is not a complete summary or statement of all available information or data. SCM makes no express or implied representations or warranties, including but not limited to warranties of merchantability or fitness for a particular purpose, with respect to Market Data.”