"Our success stems from effectively delivering on our mandate of providing investors with superior risk-adjusted returns.  We continue to see strong interest from advisors and investors who are seeking an investment solution that delivers diversification, upside equity participation, and active downside risk mitigation." ~Schooner CIO Gregory R. Levinson
Schooner
Investment Group

Schooner Investment Group provides investment management services to institutions and financial intermediaries seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies. The firm currently manages mutual funds, separate accounts, and private investment funds.

Learn more about our select product offerings.  Please visit the appropriate site below:


Financial Advisers
  • Learn how Schooner products fit your clients' needs, and your growing practice.

Institutional Investors
  • Strategies and Separately Managed Accounts (SMAs) designed for institutional investors and consultants.

Mutual Fund Investor
  • Click here for more information on Schooner's mutual fund offering.

 

Our Focus is on Performance
& Superior Risk Management