At A.R. Schmeidler, our primary goal is to help our clients realize their investment objectives. We have continuously pursued the same investment philosophy and process since our inception 40 years ago. We measure our success by our clients’ satisfaction and, as a result, enjoy many longstanding family relationships, in some cases serving the third generation. By our standards, this illustrates our ability to meet diverse objectives and merit the loyalty and confidence of our clients.
Our approach to managing investments has much in common with sound business practices. Understanding the real value of an enterprise, the importance of cash flow, growing assets, building purchasing power, focusing on liquidity, and ensuring transparency are principles and strategies that we share with our clients. Client assets are custodied at leading banks and brokerage firms, including Pershing LLC.