Schuchard Capital Management Inc

Overview

Schuchard Capital Management Inc. is an independent registered investment adviser that has been SEC-registered since 1988. The firm serves both individual and family clients as well as select institutional accounts, providing financial planning and portfolio management services. Fee arrangements include a mix of percentage-of-AUM and fixed-fee engagements, reflecting a hybrid model that can accommodate ongoing advisory mandates and project-based planning work. Investment activity is centered on public market equity exposure supplemented by fixed-income and select alternative allocations. The firm does not position itself as a capital allocator in the sense of running an in-house multi-manager platform; instead it uses third-party managers and vehicles where appropriate to gain exposure to non-traditional assets. Schuchard is not an active ESG investor according to its reported filings.

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