Our Favorite Commodities Index to Watch (Summerhaven SDCI)

Our Favorite Commodities Index to Watch (Summerhaven SDCI)

Portland, OR, Financial Planner Victor Schramm, CFS® discusses commodity performance tracking as an investment advisor.

Quarterly Newsletter, Q4 2016

Quarterly Newsletter, Q4 2016

Welcome to the 4th Newsletter of 2016. You can view the Newsletter online, on this page via the slideshow above (use the arrows and pause/play button to skip or stop the slideshow). You can also read and download the newsletter as a PDF by clicking here– that’s the most convenient for printing, viewing in full-screen, etc. […]

Victor Schramm, LLC Quarterly Newsletter: Q3, 2016

Victor Schramm, LLC Quarterly Newsletter: Q3, 2016

We round up 3rd Quarter Global Market returns, focusing this time on gold, oil, and bond yields.

Q2 Economic Review Pre-View: Commodities in the Second Quarter

Q2 Economic Review Pre-View: Commodities in the Second Quarter

We talk commodities as a key to Q2 Economics in review

Victor Schramm, LLC Quarterly Newsletter: Q1, 2016

Victor Schramm, LLC Quarterly Newsletter: Q1, 2016

Our take on Q1 ’16 Global Finance and Investing.

Quarterly Newsletter, Q4

Quarterly Newsletter, Q4

Welcome to our second Quarterly newsletter. Please join us for the Q4, 2015 issue. We cover key market segment returns, an expanded ETF watch list, our Commodity Watch, and our basket of economic indicators. You can view online by clicking on this link: VS LLC Q4 Newsletter ’15. You can also contact us to be emailed a […]

Victor Schramm, LLC Quarterly Newsletter: Q3, 2015

Victor Schramm, LLC Quarterly Newsletter: Q3, 2015

Join us for our take on finance & economics in Q3 2015; View online. ETF’s, market performance, commodities, and more!

Retirement Consulting

We offer consultation on  the retirement planning needs of many different circumstances. From management of IRA’s to investment selection in certain employer sponsored retirement plans, we offer tailored services to meet client needs. Please note: we are not a lawyer/legal or accounting firm. See disclaimer at page bottom

Portfolio Management

Victor Schramm LLC manages portfolios on an ongoing basis according to parameters and goals established during a comprehensive fact-finding process. Investment policies for portfolio management are highly tailored to individual circumstances, time-horizons, and personal preferences.

Financial Planning

Our financial planning services are highly flexible to client needs. Comprehensive, investment advising, and specific needs planning are all offered at an hourly rate according to the needs of the individual. Services include capital needs assessment for insurance planning, asset allocation and investment advising, cash flow projection, and planning for college and education funding.