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Schluchter Investment Advisors - Home

Why We're Different. Schluchter Investment Advisors - Home. Is a team of investment professionals dedicated to providing our clients the quality of life and financial freedom they deserve. As an independent investment firm, we offer diverse, innovative, and individually tailored financial solutions to help our clients reach their desired goals. Our team approach to building investment relationships with our clients is based on honesty, integrity, and common sense.

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Schluchter Investment Advisors - Home | site766.cfn.acsitefactory.com Reviews

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Why We're Different. Schluchter Investment Advisors - Home. Is a team of investment professionals dedicated to providing our clients the quality of life and financial freedom they deserve. As an independent investment firm, we offer diverse, innovative, and individually tailored financial solutions to help our clients reach their desired goals. Our team approach to building investment relationships with our clients is based on honesty, integrity, and common sense.

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1 advisor site menu

2 about us

3 our team

4 our philosophy

5 our broker/dealer

6 giving back

7 our services

8 overview

9 accumulation

10 risk management

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advisor site menu,about us,our team,our philosophy,our broker/dealer,giving back,our services,overview,accumulation,risk management,taxation,business planning,retirement planning,estate planning,retirement plans,introduction,fiduciary management,lsaquo;

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Schluchter Investment Advisors - Home | site766.cfn.acsitefactory.com Reviews

https://site766.cfn.acsitefactory.com

Why We're Different. Schluchter Investment Advisors - Home. Is a team of investment professionals dedicated to providing our clients the quality of life and financial freedom they deserve. As an independent investment firm, we offer diverse, innovative, and individually tailored financial solutions to help our clients reach their desired goals. Our team approach to building investment relationships with our clients is based on honesty, integrity, and common sense.

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1

Investment Services

http://site766.cfn.acsitefactory.com/mutual-insurance

Why We're Different. Mutual insurance companies across Minnesota and the Midwest trust us as investment advisors for many reasons:. We are one of the few Minnesota firms that understand Minnesota state investment statutes (i.e., statutes 60A and 67A). Our team brings more than 120 collective years of investment experience and more than 25 years of mutual insurance experience to each and every relationship. Actively manage your portfolio. We are not the type of advisor who will make random trades on your ...

2

Estate Planning

http://site766.cfn.acsitefactory.com/estate-planning

Why We're Different. Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. For most people, estate planning aims to:. Give more control over assets during life. Provide care when disabled. Allow for the transfer of wealth to whom and when wanted, at the lowest possible cost. Common estate planning issues. Addressed in the wealth management process include:. Minimization of transfer taxes. Is motivated by both personal and tax...

3

Administration

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Why We're Different. Along with providing our clients with the highest level of investment management services, our clients also trust us with many of their administrative responsibilities. These include:. We provide monthly statements to our mutual insurance clients. As investment advisors, we will review a special report with the board of directors and managers no less than annually or as requested to make sure that they understand the information that is provided in the report. All of our reports are:.

4

Giving Back

http://site766.cfn.acsitefactory.com/giving-back

Why We're Different. Schluchter Investment Advisors Is Committed to Helping Those in Need. Since our inception, we have been dedicated to serving the communities where we work, live, and visit through a diverse range of causes and organizations. By freely donating our time, talent, and financial support, we strive to improve quality of life, promote social and economic growth, and give back to our community. Everybody Has the Right to Be a Contributing Member of His or Her Community. The first Friday of ...

5

Our Philosophy

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Why We're Different. The Right Way to Do Business. At Schluchter Investment Advisors, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! Here's what we think. The right way to do business:. Care for our clients in the way we'd want for ourselves. We founded Schluchter Investment Advisors to be the kind of place where we'd want to be clients, if we didn't already work here! Know our clients and their goals. A Registered Investment Adviser. A...

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Schluchter Investment Advisors - Home

Why We're Different. Schluchter Investment Advisors - Home. Is a team of investment professionals dedicated to providing our clients the quality of life and financial freedom they deserve. As an independent investment firm, we offer diverse, innovative, and individually tailored financial solutions to help our clients reach their desired goals. Our team approach to building investment relationships with our clients is based on honesty, integrity, and common sense.

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