Joe Schofield Email & Phone Number

For the past 30 years I have worked with individuals and corporations to manage the assets they have accumulated in taxable, tax-free, and tax-deferred accounts. My principal responsibilities are advising our clients on asset allocation, investment policy formation, portfolio design, and investment implementation. I have also had extensive experience in developing financial plans for clients. When working with clients, I recognize the unique challenges they face in managing their assets. In focusing on the needs of clients, I have developed a comprehensive understanding of the many issues clients have in managing their assets, including the impact of taxes, inflation, income needs, generational planning, philanthropic interests, and trust structures. When developing an appropriate investment policy, I consider each client's specific financial objectives, liabilities (including tax and gift obligations), trust structures, educational needs, and risk tolerances. In addition, I work closely with our clients’ legal and tax advisors to address the clients’ investment needs. If our clients do not have suitable advisors in these areas, I can assist them with finding attorneys, accountants, and trust custodians.I also take into consideration the different situations of each client’s family. Since family members may have varying degrees of investment knowledge, I understand the need to help educate those with less experience in financial matters.Feel free to reach out to me if I can be of help in any of the areas mentioned. Additionally, my partners and I continually seek talented young professionals who are interested in developing their careers with our firm. If you know someone I should meet, please let me know. I’m happy to have a conversation with him or her.

Listed skills include Strategic Planning, Investment Advisory, Investment Strategies, Asset Allocation, and 46 others.

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  Clemson University

  Business/Managerial Economics