The Stscherban Everett Garwood Group

800-866-9022 seggroup@rwbaird.com

The Stscherban Everett Group’s primary goal is preservation of capital and future purchasing power, while minimizing taxation. Making money begins without losing it; accordingly, we seek opportunities for growth using tactical allocations within a margin of safety. Today, the Stscherban Everett Group manages substantial assets, serving entrepreneurs, specialist physicians, and foundations. Using a consultative approach, we deliver investment solutions tailored to each client’s unique circumstances.

We work with a select number of clients, regularly meeting to ensure a thorough understanding of their goals and objectives. We work hard to educate our clients about the financial markets and our decision-making process.

Because of our commitment to service, we must limit the number of clients we may form relationships with. Our typical client has a minimum of $1 million in investable assets and a long-term investment horizon. We also work with young professionals that have the trajectory to reach this level of investing. We are very thoughtful about bringing on new clients. We want to make sure the relationship is a good fit, and we want t have a small enough roster to maintain a personalized touch with all of our clients.