Schuylkill Investment Management AB

Schuylkill Investment Management AB

4.0 10 Reviews
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Questions about Schuylkill Investment Management AB

Based on 10 reviews, listing data and website checks · updated yesterday

What is Schuylkill Investment Management AB?

Schuylkill Investment Management AB is an advisory firm founded in 1990 by Howard Trauger that provides finance and insurance sector services. The firm manages assets exceeding $60 million for institutional, endowment, and private accounts, including both discretionary and non-discretionary accounts. Their mission includes providing personalized service to a select group of clients while addressing socially conscious issues.

What specific types of accounts does the firm accept?

The firm accepts both discretionary and non-discretionary accounts. Their client base is evenly divided between private and institutional clients, with institutional accounts including entities like The Schuylkill Area Community Foundation and The Daniel Boyle Scholarship Fund.

What are the common themes in positive customer reviews?

Reviewers frequently praise the firm's website, schuylkillcap.com, for being user-friendly, easy to navigate, and intuitive. Additionally, many customers highlight the team's knowledge, professionalism, and helpfulness in guiding them through the investment process.

What are the common themes in negative or mixed customer reviews?

Some reviewers noted that there is room for improvement regarding response time from the customer service department. Others described their experience as average, citing mixed feelings about the balance between an informative website and the need for better customer service responsiveness.

What specific terms regarding account types are stated on the firm's website?

The firm explicitly states that both discretionary and non-discretionary accounts are accepted. This distinction is important for clients who want to understand the level of control they have over their investment decisions versus those who prefer a fully managed approach.

What contact information is provided for the firm?

The firm provides a telephone number, 215-735-0299, and a fax number, 215-735-3545. These contact details are listed on their website and are essential for clients seeking to reach out for inquiries or support.

How is Schuylkill Investment Management AB rated on Trustburn?

On Trustburn, Schuylkill Investment Management AB has a rating of 4 out of 5 based on 10 reviews.

Based on reviews, listing data and the company's website. Verify anything important with the company directly.

Jennifer Greenberg
Reviews 1

I have had a satisfactory experience with Schuylkill Investment Management AB. Their website is user-friendly and their team is knowledgeable. However, there is room for improvement in terms of response time from their customer service department.

Tim Moshier
Reviews 1

I had a good experience investing with Schuylkill Investment Management AB. Their website, schuylkillcap.com, has all the information I needed, and their customer service was helpful in guiding me through the process. Overall, I'm happy with their services.

David Dubose
Reviews 1

I have used Schuylkill Investment Management AB's services for a while now, and I must say, I'm really happy with them. Their website schuylkillcap.com offers a lot of useful information, and their customer service is always prompt and helpful. Thumbs up!

Troy Rutman
Reviews 1

I had mixed feelings about Schuylkill Investment Management AB. On one hand, their website is informative and easy to navigate. On the other hand, their customer service could use some improvement. Overall, I would say my experience was average.

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About Schuylkill Investment Management AB

Schuylkill Investment Management AB is an advisory firm which provides Finance & Insurance Sector Industry.