Schaper Benz & Wise Investment Counsel Inc

Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and related financial planning to high‑net‑worth individuals and families as well as foundations, pension and profit sharing plans and corporations, and it also offers Family Wealth Counsel services that include retirement, tax, charitable and estate planning and fiduciary trustee advising. The firm manages equity, fixed income and money market strategies and may provide standalone financial planning or administrative services to clients.

The firm’s investment process is fundamentally driven and research‑oriented: in‑house analysts perform comprehensive fundamental analysis, including on‑site meetings with company management, and use discounted cash flow and dividend discount models to estimate intrinsic value; typical equity portfolios are diversified across roughly 40–50 holdings with low turnover. Fixed income portfolios emphasize principal preservation through laddered maturities and are often held to maturity, and an internal investment committee conducts ongoing oversight and at least annual formal reviews of client accounts.

SBW discloses performance information and publicly reports assets under management (approximately $1.74 billion as of December 31, 2025), a disclosure practice that is less common for firms in its peer group. The firm is employee‑owned (founded in 1992) and supplements portfolio management with family‑focused fiduciary and private foundation administration, has formal procedures for IPO allocations, and uses a third‑party service to monitor and file securities class‑action claims on clients’ behalf.