Broker Check

Are you looking for a better approach to managing your investment portfolio?

    Mark J. Schmerge, ChCF, Investment Adviser, manages client assets with two very important objectives:

    1. To optimize your returns
    2. To manage the risk of investing, by striving to preserve your principal and gains when markets fall.

    To do so, I use ACTIVE INVESTMENT MANAGEMENT. The purpose of this site is to help you understand what is meant by that phrase and how it impacts client portfolios. 

    My approach to investing recognizes that investors face very different challenges than any decade in the past. Government deficits, a slow growth economy, record low interest rates, and the potential for deflation or inflation -- depending upon your economist of choice, are changing the world as we know it. ACTIVE INVESTMENT MANAGEMENT takes the principles of Modern Portfolio Theory – developed in the 1950s for a very different financial environment – and applies them to the equity markets of the 2010 decade with an active component.

    The bear markets of the last ten years have clearly demonstrated the need for ACTIVE INVESTMENT MANAGEMENT with its emphasis on risk management. If you are retired or close to retirement, we both know you can’t afford to wait years for your investments to recover from the latest decline. ACTIVE INVESTMENT MANAGEMENT offers you an alternative way to invest in equities without 100% exposure to down markets. Realizing the clients often need help with aspects of their financial lives beyond the investment portfolio, I have built a referral team of attorneys, accountants, financial planners and other professional advisers that I work with on an as needed basis to bring a comprehensive approach to your financial situation. With that, I would like to welcome you to my site and to an investment approach that could change your financial future.

    Understanding Today's Financial Environment

    Understanding Today's Financial Environment

    We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

    Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

    Your Financial Future

    Your Financial Future

    Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

    Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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