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John Edward Schipper,iv is an investment advisor representative with Conestoga Capital Advisors, LLC. John Edward Schipper,iv is based in WAYNE, PA and has been in the industry since July 2013. John Edward Schipper,iv is registered with the state of Pennsylvania. John Edward Schipper,iv has passed the Uniform Investment Adviser Law Examination (Series 65). John Edward Schipper,iv specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Conestoga Capital Advisors, LLC manages over $8.75 billion in assets for a variety of clients, including individuals, families, businesses, trusts, foundations, and endowments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
12/23/2013 - Present
Conestoga Capital Advisors, LLC (WAYNE PA)
IA
Issued 12/22/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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