General Investing >> Money Manager Interviews >> November 13, 2013

Fundamental Investing Focused on High-Quality Blue-Chip Companies

Schnieders, William H.
William H. Schnieders is Principal and the Founder of Schnieders Capital Management, LLC, along with his son Jim. He has spent 40 years in the investment industry as a Broker, Analyst and a Portfolio Manager. Mr. Schnieders graduated from UC Berkeley, where he majored in finance. He received his MBA from New York University's graduate school at night, after two years of service in the military. Mr. Schnieders began his investment career with Dean Witter in New York, and later became a partner with BWA Associates in Los Angeles. After BWA Associates was purchased in the early 1970s, Mr. Schnieders joined Smith Barney as Vice President of their portfolio advisory group. During this time, Mr. Schnieders was also involved as an Adjunct Professor of Finance at the Pepperdine graduate school of business administration. In 1984, Mr. Schnieders joined Paine Webber as a Senior Vice President, Investments, and a Senior Portfolio Manager for their portfolio management group, where he has been employed until the founding of Schnieders Capital Management, LLC. Profile
Schnieders, John C.
John C. Schnieders, CFA, CFP, joined Schnieders Capital Management, LLC in a Principal capacity in July 2006. Before joining Schnieders Capital Management, LLC, Mr. Schnieders worked for 12 years at William O'Neil & Company, which is an institutional investment adviser, as well as the parent company of the Investors Business Daily newspaper. While At William O'Neil & Company, Mr. Schnieders worked for over two years as an Analyst directly with the company's founder Bill O'Neil, and for eight years advising institutional clients in the United States and Canada on the composition and allocation of investment portfolios. Mr. Schnieders holds a CFA, or Chartered Financial Analyst designation. Furthermore, Mr. Schnieders is also a CFP, or Certified Financial Planner, and helps SCM clients in their retirement planning and personal financial goals. He completed his undergraduate course work at UCLA, where he earned Magna Cum Laude honors. Profile
Schnieders, James F.
James F. Schnieders is a Principal and Co-Founder of Schnieders Capital Management, LLC. Prior to cofounding the company, Mr. Schnieders worked at William O'Neil + Co Inc., for nine years. While at William O'Neil + Co Inc., Mr. Schnieders specialized in providing investment research, ideas and advice to some of the top financial institutions in the United States and Asia. Mr. Schnieders graduated with honors from UCLA and has also earned a CFA designation. He is a member of the Association for Investment Management and Research. Profile
TWST: Can you begin with a brief introduction to the Schnieders Capital Management, including some highlights from your history, an overview of your client base and a bit about each of your