Schultz Collins, Inc. is an SEC-registered independent investment advisory firm headquartered in San Francisco, California, with satellite offices in Washington, D.C. and Towson, MD. Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $900 million in client assets (as of 12/31/17). The firm began serving clients in January 1995.
The principals and advisors have an average of over 25 years of investment and financial services experience. Entirely fee-based, Schultz Collins, Inc. adheres rigorously to a fiduciary standard and is nationally known for our expertise on fiduciary issues. We have testified before Congress on 401(k) fee disclosure issues. In addition, Schultz Collins, Inc. advisors have consulted with various federal government agencies such as the SEC, DOL and GAO on how to improve fiduciary practices. Our advisors have also been appointed to the faculty of the American Law Institute’s Continuing Legal Education program, and have taught at the University of San Francisco and the Wharton School.
Fully owned by the principals, Schultz Collins, Inc. serves as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and Institutional Investors (trusts, foundations, endowments, and corporate accounts).