Fi3 Financial Advisors, LLC
Robert Schaefer, CFA has over 30 years of experience in the finance industry. Robert is currently serving as the Senior Director of Investments at Fi3 Financial Advisors, LLC. In this role, they are actively involved in providing investment advice to clients, with a focus on asset allocation research, investment manager selection, alternative investments, and client education.
Prior to their current position, Robert worked at Oxford Financial Group, Ltd for a significant period. Robert started as an Investment Analyst in 1994 and later became a Sr. Investment Analyst and V.P. in 1999. During their time at Oxford Financial Group, Ltd, they held the role of Director of Investment Research from 2007 until 2021. In this role, they were responsible for various portfolio management tasks, including asset allocation modeling, manager selection, performance attribution, and tactical advice.
Before joining Oxford Financial Group, Ltd, Robert worked as a Banking Analyst at the Federal Home Loan Bank of Indianapolis from 1992 to 1994. Robert started their career as a Portfolio Manager Trainee at National City Bank in 1989. Prior to that, they served as a Fixed Income Credit Analyst at Unified Management Corporation from 1988 to 1989.
Overall, Robert Schaefer, CFA has a diverse and extensive background in investment research, portfolio management, and financial analysis.
Robert Schaefer, CFA completed their Bachelor of Science (B.S.) degree in Finance from Indiana State University - Scott College of Business. Robert attended the institution from 1984 to 1987.
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Fi3 Financial Advisors, LLC
We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing financial planning and investment management services to high net worth families, acting as the Family CFO. “Fee-only” means our only method of compensation is the fee we receive for the consulting advice we give. We don’t sell products; we don’t receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.