Schreiner Financial Solutions

Overview

Schreiner Financial Solutions is a solo, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. The firm bills on an hourly basis and concentrates its client-facing work on financial planning and running educational seminars and workshops rather than on model-driven discretionary portfolio management. Schreiner Financial Solutions is not positioned as a multi-state adviser, is not an active ESG investor, and does not operate as a capital allocator or pension consultant. The adviser supplements core planning work with investments across traditional pooled products and selected alternatives. The firm uses mutual funds and annuities as part of its client solutions and directs client capital into real estate exposures, including REITs. The firm’s alternative allocations appear to be implemented through third-party real estate/REIT vehicles rather than direct operating real estate.

Assets & Accounts