Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors, directly supervising or consulting on approximately $920 million in client assets (as of 12/31/20). 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).