General Investing >> Money Manager Interviews >> April 6, 2009

Thematic Investment Strategies – William H. Schnieders, James F. Schnieders & John C. Schnieders – Schnieders Capital Ma

WILLIAM H. SCHNIEDERS, Principal, is the Founder of Schnieders Capital Management, LLC, along with his son James. He has spent 40 years in the investment industry as a broker, Analyst and a Portfolio Manager. He 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. Schneiders began his investment career with Dean Witter in New York, and later became a partner with BWA Associates in Los Angeles. After BWA was purchased in the early 1970s, he joined Smith Barney as Vice President of their portfolio advisory group. During this time, he was also involved as an Adjunct Professor of Finance at the Pepperdine graduate school of business administration. In 1984, he joined Paine Webber as a Senior Vice President of Investments and a Senior Portfolio Manager for their portfolio management group, where he was employed until the founding of SCM. Profile
JOHN C. SCHNIEDERS joined Schnieders Capital Management, LLC, in a Principal capacity in July 2006. Before joining SCM, he worked for 12 years at William O'Neil & Company, which is an institutional investment adviser, as well as the parent company of the Investor's Business Daily newspaper. While At William O'Neil & Company, he 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. He holds a Chartered Financial Analyst designation. Furthermore, he is also a Certified Financial Planner and helps SCM clients in their 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: Would you begin by giving us an overview of Schnieders Capital Management

and your investment philosophy there?

William Schnieders: Schnieders Capital Management was formed back in the