Wasmer, Schroeder & Company

Independent Investment Advisory Firm

Naples, Florida

United States


About Wasmer, Schroeder & Company

Wasmer, Schroeder & Company is an independent investment advisory firm specializing in Separately Managed Account (SMA) management.  The firm adheres to a discipline whereby the investment process and focus on client-service drive the overall mission, which is to be a premier provider in the investment management industry by focusing on dedication to excellence in fixed-income portfolio management, and to promote a culture of positive impact on economic, community and environmental conditions in the capital markets.

By becoming a B-Corporation, we join the growing number of businesses that are leading by example by making a commitment to engage the power of private enterprise to benefit the greater community.

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The Change We Seek®

Wasmer, Schroeder & Company seeks to engage all of our stakeholders – from shareholders and employees, to vendors, community members and especially our valued clients, in a sustainable and collaborative process that enables the highest positive impact on each constituency.  Our dedication to excellence in fixed-income management is an extension of our overall firm-wide goal of being a positive agent for change in every aspect of our business.

We engage clients by providing Impact Investment portfolio options and by giving to local non-profits in need in lieu of gifts directly to clients in appreciation for their business and support of WSC.

We engage employees by providing a collaborative, positive work environment with a benefit and compensation package that is tied to the collective prosperity of the firm.

We engage vendors and suppliers by treating them with the same care, professional courtesy and mutual respect that we accord our clients.

We engage the community by supporting programs and initiatives with seed capital, such as the Collier 211 Program and the FGCU Investment Management Classroom, as founding sponsors as a means of assisting with their launch.

What makes us a better company?

B Impact Report

Certified since: 

November 2012

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Environment: 100% of company facilities located within ½ mile of public transportation; Uses office-wide recycling program for paper, cardboard, plastic, glass, and metal

Employees: 100% of employees earn living wage; Covers >80 % paid health insurance premiums for workers and their families; Offers flex-time schedules and telecommuting

Community: Uses banking services provided by local independent institution; Gives employees paid time off to participate in community service