Get a Clear Second Opinion on Your Finances

I know how overwhelming financial decisions can feel — especially when you’re busy with your career, family, or a major life transition.

As a South African-born fiduciary advisor based in Brooklyn, I work with professionals and families who want straightforward, conflict-free advice. No product pushing. No big-firm politics. Just honest guidance designed to protect and grow your wealth the right way.

Many professionals unknowingly lose hundreds of thousands over time due to layered costs. Here’s how a transparent, fee-only fiduciary approach compares:

Let’s see if your portfolio is optimized. Choose how you want to connect:

Important Disclosure: This comparison is for illustrative and educational purposes only. Actual results will vary. Schroeder Capital Management, LLC is a Registered Investment Advisor in the State of New York. All investing involves risk of loss. Past performance is not indicative of future results. No client is guaranteed to achieve the same results.

No cost, no obligation. Just the guide.

WHY ME

I'm Herman Schroeder, and I help families in and around Cobble Hill make clear-headed decisions when their financial life changes.

• I manage investments professionally and take a family-office approach — the whole picture, for a small number of clients.

• I live here, renovated our own home, and understand this neighborhood and its housing stock from the inside.

• I believe good advice starts with the truth — including telling you when you don't actually need to pay anyone.

Not everyone needs an advisor. If your situation is simple, this guide may be all you need — and that's genuinely fine. Where help pays off is the big, irreversible moments. If that's where you are, the guide is a good place to start.