Wasmer Schroeder Email Format
Investment ManagementFlorida, United States2-10 Employees
Wasmer Schroeder is a small investment management firm based in Naples, Florida. The firm operates as a registered investment adviser with a focus on fixed-income strategies, serving clients seeking specialized management in that area. In 2018, the firm expanded its technology tools by launching Salentica CRM to support its advisory operations. In July 2020, Wasmer Schroeder became part of Charles Schwab Investment Management, Inc., a subsidiary of The Charles Schwab Corporation. The acquisition integrated Wasmer Schroeder into Charles Schwab Investment Management, strengthening its alignment with a larger investment management group.