Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

A.R. Schmeidler & Co., Inc.

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

A.R. Schmeidler & Co., Inc.

Overview:

At A.R. Schmeidler, we look for the opportunities that exist in the discrepancy between the unrealized value of an investment security and its price in an auction market. Our long-only investment strategies seek to generate absolute returns over a market cycle, regardless of market trends. We employ a distinct valuation approach rooted in the Graham & Dodd analysis, with a macro overlay to identify beneficiaries of global capital flows. This tends to result in non-correlated portfolios that deliver alpha, liquidity and transparency. This is the same investment philosophy and process that we pursued since our inception 40 years ago — with strong success.
DEFINING CHARACTERISTICS OF OUR FIRM
Investment management is our only business
Intense focus on stock selection, independent research and innovative thinking
Employees invest alongside our clients
Track record of outperforming the broad markets over the long-term
Every portfolio investment has a clearly defined internal hurdle rate

History:

Background
Over 40 years ago, Arnold Schmeidler found himself engaged in a search for an investment firm to which he could comfortably entrust the management of his family's savings.

After spending 10 years in the industry, he then set out to build his own company—one that offers both a totally personalized client experience and an independent investment approach free from the conflicts of interest he encountered in management firms where investment banking and brokerage operations share the same company.

In 1971, A. R. Schmeidler & Co., Inc. was founded.

The company has evolved into a mid-sized investment management firm that manages assets for both high net-worth individuals and institutional clients. The firm has served its clients through a variety of market environments; from the oil crisis and bear market of the 1970s, to the inflation, tight credit and disinflation of the 1980s, to the banking crisis and later bull market of the 1990s, and finally to a volatile new period.
Corporate Events
In 2003 we initiated a formal search to find an ideal business partner who could help accelerate our growth and allow us to offer our investment services to a larger number of clients. In our criteria for the search we had three primary objectives; (1) to retain our entire team and management structure, (2) to continue our investment philosophy and style unchanged, and (3) to remain independent of conflicts-of-interest on behalf of our clients.

In 2004 after a successful search, A. R. Schmeidler & Co. entered a new era when it was acquired by Hudson Valley Bank, the largest independently-owned commercial bank based in Westchester County, NY. We now operate as an independent subsidiary of the bank where we also manage the bank's trust department assets. This strategic partnership has brought added strength to the firm and has contributed to our continued growth and success.

Hudson Valley Bank, which was founded on similar principles as A. R. Schmeidler, shares our vision, our commitment to high quality and personalized service and to meeting the investment goals of our clients.

We at A. R. Schmeidler are proud of our past and look forward to managing the investments of new generations with the same professional care and attention.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.