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Precision Capital Management is happy to announce that Todd A. Schneider has joined the Precision Capital Management team as an Investment Advisor Representative in Southlake, TX.Precision Capital Management (PCM) is made up of a team of Investment Advisor Representatives with the common goal of providing their client’s with confidence in retirement. PCM Advisors are a community, led by some of the leading advisors in the country, constantly seeking better financial solutions. Together, PCM advisors work to create a culture based on integrity, trust and teamwork.
Upon completion of his Todd’s undergraduate degree at Texas A&M he was Fast-tracked through management at Zale Corporation. He obtained his MBA in Finance in 2002 from the University of Texas at Arlington, with distinguished honors. Todd was also selected as a Master Elite Advisor with Ed Slott and Company. The Ed Slott Master Elite Advisor designation is exclusive to a group of of 278 financial advisors out of over 300,000 advisors nationally.
When asked why he joined Precision Capital Management, Todd said “Over the last few years I have been looking for an Investment Advisory firm that had a strategy for actively avoiding market downturns while capturing the majority of market gains – while putting my client’s needs first. I found that partner in PCM. Precision Capital Management allows me to provide my clients with the peace of mind they deserve.” To learn more about Todd’s investment philosophy, or to read his weekly financial column, visit his website: www.schneider-wealth.com.
Precision Capital Management was founded by Ryan Borer a veteran of the financial industry and an Accredited Asset Management Specialist designee through the College of Financial Planning. Ryan currently holds his Series 65 License and previously held his Series 7, 6, 63, and Life/Health/Variable licenses.
Ryan is one of five members of the Precision Capital Management Investment Committee, whose members individually advise on over $6 Billion in assets. The PCM Investment Committee is dedicated to helping their advisors create low risk, low volatility investment solutions that are designed for their client’s peace of mind. To learn more about Precision Capital Management and their management team visit their website, www.precisioncapitalmanagement.com.
Investment advisory services are offered through Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.
About Ed Slott's Elite IRA Advisor Group
Ed Slott's Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings.
Ed Slott's Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
Contact Info:
Name: Todd Schneider
Email: Send Email
Organization: Schneider Wealth Management
Website: http://Schneider-wealth.com
Release ID: 108168
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