Schenk
Wealth Management
YEAR LAUNCHED
2022
GEOGRAPHY
Global, including Canada
Portfolio Breakdown
SWM BOTTOM-UP INVESTMENT APPROACH FOR PENSIONS
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Provide an investment alternative for pensions that require diversification of asset class and long term income projections.
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Managed according to Schenk Wealth Management long-term, diversification and Tactical Asset Allocation strategies.
ALLOCATIONS
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10% - 20% Alternative Growth & Income Strategies
BALANCE PENSION STRATEGY AT A GLANCE
Lead Portfolio Manager
PETER SCHENK, CMT
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Investment professional since 1997, Portfolio Manager since 2005
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27+ years of combined professional experience
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​We employ Fusion Analysis integrating both Technical Analysis (Behavioural Finance) and fundamental analysis (evaluating a company's financial health and intrinsic value) to make investment decisions. Using both methods together provides a more holistic view ensuring clients receive a more comprehensive market perspective.
Investment Team
Peter is the Lead Portfolio Manager of an extended Balanced/Pension Investment Team consisting of decentralized, autonomous, regional teams working in a unified, collaborative, idea-sharing environment across North America.
He has 27 years of experience in managing client wealth. The Chartered Market Technician's designation means Peter has advanced Technical Analysis skills and risk management expertise. crucial for protecting and optimizing client portfolios.
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Comprehensive Market Understanding: Experience and training in a wide range of topics, including behavioral finance and asset relationships, enabling Peter to have a holistic view of market dynamics.
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Data Driven Decision Making: We are skilled in analyzing market data and using quantitative approaches, which can lead to more informed and objective investment decisions.
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Adaptability to Market Conditions: With our expertise in Technical Analysis, we can potentially adapt strategies more quickly to changing market conditions.
Together, we leverage industry-leading research methodologies and collaborate with top-tier trading professionals to deliver exceptional insights and results.
A Diversified Approach
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Diversification is an important investment tool for managing risk. A mix of assets helps SWM secure the Financial Plan Pension Target for every member.
To protect the sustainability of your pension, the plan’s investments are broadly diversified. That means the plan is invested in a range of industry sectors, geographic regions and asset classes.
Asset classes are categories of investments, including:
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Fixed income (investments that pay investors regular interest or dividends)
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Mortgages
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Public and private equity (company shares sold to the public or to private investors, respectively)
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Real estate
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Infrastructure (systems and structures that provide communities with resources like water, energy or transportation)
