FW
F. William Schwarz
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Work Experience
Partner
Apr 2010 - Present · 14 years and 8 months
Financial Advisor
Aug 2006 - Apr 2010 · 3 years and 8 months
citizens first savings bank
Portfolio Manager
May 2004 - Jul 2006 · 2 years and 2 months
Company Details
2-10 Employees
A private investment partnership that invests in Midwestern United States based or focused, publicly traded companies. Using proprietary research and strict criteria, a select long-only portfolio is managed by two general partners. The business cycle and holding period of our positions revolves around two to three years. Our target audience are high net worth individuals and family offices focused on wealth preservation and growth. We employ a tax sensitivity when applicable to our holdings.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
110 South 3rd Street, Suite 206 Saint Clair, Michigan 48079, US
Keywords
trading commoditiessingle dimensionalwinnipeg commoditydebt and managementwinnipeg commodity exchangesingle dimensional discussions
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