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Schultz Collins Investment Counsel

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Meet Schultz Collins

At Schultz Collins, you’re integral to the investment decision-making process. As investment counsel, our business involves the supervision of custom portfolios designed specifically for each client. Schultz Collins is committed to understanding your goals and we work diligently to help you achieve them.

We base our investment recommendations on a deep understanding of financial economics, financial services, and the legal landscape. We’re non-discretionary, meaning all investment decisions are made with the knowledge and participation of our clients. Once we become familiar with your distinct life goals, needs, and circumstances, we help you understand the different possible outcomes of your investment portfolio, evaluate the risk involved in each alternative, and determine the best fit for you.

We Deliver:

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Insight

We recognize that clients prefer to make decisions based on facts and data rather than investment predictions and stories that elicit fear or greed.

Process

We believe a good decision-making process significantly improves the odds of a successful outcome.  We explore a variety of solution paths to help enhance the likelihood of financial success.

Education

Based on your level of interest, we provide resources to help you learn about the factors that can contribute to the successful management of your wealth.

Advice

We update our recommendations on an ongoing basis to accommodate changes in your circumstances, as well as help you capitalize on new and emerging options the financial markets offer.

Our Clients

Individuals and Families

We focus on helping individuals and families make prudent, rational, informed and intelligent investment decisions. We help you understand how the markets work and explain the pros and cons of each investment option. Every client is different, and so is every portfolio we supervise.

Institutional Investors

We help you invest with the care, skill and caution required of a fiduciary. In addition to our specialized knowledge of trust, endowment and foundation investment policy, our many years of experience providing litigation support gives us an uncommon perspective on courses of action suitable for investors acting in a fiduciary capacity.

Resources

Learn more about managing your portfolio and understanding markets by viewing our client resources. Stay up to date and check out our most recent presentations.

2022 Q2 Quarterly Market Review

Schultz Collins
July 20, 2022

Given the recent increase in stock market volatility, we’d like to talk about the Benefits of Diversification. Put simply, diversification is the way investors reduce risk by owning many different assets instead of just a few. Although it may sound simple, it is more complicated than that. WATCH PRESENTATION HERE  ›

2022 Q2 Quarterly Market Review Article

Schultz Collins
July 20, 2022

Given the recent increase in stock market volatility, we’d like to talk about the Benefits of Diversification. Put simply, diversification is the way investors reduce risk by owning many different assets instead of just a few. Although it may sound simple, it is more complicated than that. READ MORE  ›

About Schultz Collins

Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $1.06 billion in client assets (as of 12/31/21). We 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 adheres rigorously to a fiduciary standard, and we’re nationally known for our deep knowledge of and experience with fiduciary issues. We have testified before Congress on 401(k) fee disclosure issues. In addition, Schultz Collins 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.

Schultz Collins serves as investment counsel for three general categories of clients: individual investors, retirement plan sponsors and institutional investors (trusts, foundations, endowments and corporate accounts).

Contact Us

Contact us to learn more about partnering with Schultz Collins and making our practice part of your story.

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