Schaper Benz & Wise Investment Counsel INC

About Schaper Benz & Wise Investment Counsel INC

<p>Investment counsel and portfolio management are the core of this SEC-registered advisory firm, with work that also includes fiduciary support for employer retirement plans. Schaper, Benz &amp; Wise Investment Counsel Inc. is headquartered in Neenah in the Fox Cities/Appleton–Oshkosh area of northeast Wisconsin and works with clients across the United States.</p> <p>Founded in 1992, the firm is 100% employee-owned and brings more than 100 years of combined experience across its advisory team. As a <a href="/plan-advisors">plan advisor</a>, it offers 3(21) fiduciary services, providing investment advice to plan sponsors while the sponsor retains final decision-making authority.</p> <p>Schaper, Benz &amp; Wise also works with families of wealth, foundations, and businesses on investment portfolio design, ongoing monitoring, and family wealth counsel to help define and carry out long-term financial strategies. The firm emphasizes personal relationships, confidentiality, in-depth investment research, and a transparent fee structure. It reports $1.6B in assets under management (2026).</p> <p>What sets the firm apart is its employee-owned structure paired with a research-driven process and a stated focus on transparency around fees.</p> <ul> <li>SEC-registered investment advisor</li> <li>3(21) fiduciary services for retirement plans</li> <li>Investment policy and portfolio construction</li> <li>Ongoing monitoring and investment research</li> <li>Family wealth counsel for multi-generational planning</li> </ul>

Website: https://sbw-invest.com