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.
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).