The few investment firms we partner with provide the quality process and competitive, top quartile results while we offer the interested audiences.  
Primary Structure of Service:
    - Development of Marketing Focus
    - Consultant / Plan Sponsor Introductions
    - On-Going “Intelligence Gathering” Conversations
    - Initial Questionnaires (Consultant / Data Distribution Services)
    - Quarterly Database Updates
    - Specific Requests for Proposals (RFP's)
    - GIPS® Presentation & Compliance Documentation

    - Development of Institutional Marketing Brochure
    - Quarterly NOW Reports
    - Customized Client Reporting Servicing

The above services are bundled for a select few, high quality investment firms. In specific, limited cases, these services can be unbundled to provide marketing solutions to smaller start-up firms or assistance to established investment organizations.

Schmetter & Associates LLC is an investment adviser firm
registered / licensed in the State of Colorado.

Copyright © 2018 Schmetter & Associates LLC. All Rights Reserved.
Schmetter & Associates LLC . 6490 Crestbrook Drive . Morrison, Colorado 80465
Phone 303.697.7300 . Fax 303.697.7505