Schafer Investment Group, Inc.

Schafer Investment Group is organized as an investment manager that primarily serves pooled vehicles and institutional clients while also offering financial planning and consulting services to business and individual clients on an advisory basis. The firm provides both discretionary and non-discretionary portfolio management and constructs portfolios using low-cost mutual funds and ETFs, with the flexibility to incorporate individual stocks, bonds, options, and other instruments as appropriate.

The firm’s investment process combines fundamental, technical, and cyclical analysis and is generally oriented to a long-term horizon while allowing shorter-term trading for rebalancing or client needs; accounts are reviewed on a regular basis and reports are delivered through the custodian. Schafer Investment Group charges asset-based advisory fees consistent with peers, but also makes financial planning available on an hourly or fixed-fee basis — an approach that is less common among managers focused on pooled or institutional mandates.

Distinctive features include an affiliated CPA/accounting practice under common control, with the firm’s principal allocating a substantial portion of professional time to that accounting business, which can lead to integrated tax and accounting referrals as part of client service but may also create overlapping service considerations. The firm is a recently established, small-scale manager that operates via an institutional custodian platform, receiving technology and operational support that can affect its service model and potential conflicts of interest.