Schmitz Capital Partners, LLC

Michael Schmitz is a financial advisor with Schmitz Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Schmitz Capital Partners since 2015 and has been affiliated with Osaic Wealth, Inc. since 2009. Schmitz is also licensed to offer various insurance and annuity products to clients. Schmitz Capital Partners serves individual and high-net-worth clients, as well as trusts, pension plans, and institutional clients, managing approximately $125 million in assets. The firm employs a proactive, holistic investment approach that incorporates asset-allocation planning software, risk-tolerance assessments, efficient-frontier analysis, and both fundamental and cyclical analysis across long- and short-term strategies.

Steven Schmitz is the president and chief compliance officer of Schmitz Capital Partners, LLC, with 40 years of industry experience. He has been with Schmitz Capital Partners since 2015 and has an ongoing association with OSAIC since 1997. Schmitz also prepares income tax returns and projections for select clients as part of a sole proprietorship. Schmitz Capital Partners primarily serves individual and high-net-worth clients, as well as trusts, pension plans, and other institutional clients, managing approximately $125 million in assets. The firm offers asset management, financial planning, and pension consulting through a platform that utilizes asset-allocation software, risk-tolerance questionnaires, and fundamental and cyclical analysis, with regular portfolio reviews and due diligence on alternative investments.