We recognize that clients prefer to make decisions based on facts and data rather than investment predictions and stories that elicit fear or greed. 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.
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. 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.
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. 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.
Services
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). The principals and advisors have an average of over 25 years of investment and financial services experience.
We believe investment success is not about what to buy, but how to plan. Understanding the potential consequences of different solution paths is key to making successful investment decisions. It's important to understand what you are doing before you invest, but asset management should also adapt to changing circumstances after you invest.
Your decisions regarding portfolio design, asset management, and periodic distributions have profound effects. If you make decisions about assets that belong to a trust, endowment, foundation or corporation, you may be acting in a fiduciary capacity. We can help you invest with the care, skill and caution required of a fiduciary.
Reviews (1)
Tom B.
May 02, 2016
Report
Having recently moved to the US from Europe I was looking for a financial advisor that could help me understand how the US system worked and what kind of plans I should make. It's been great to find Schultz Collins, close to my neighbourhood in the city. The've been essential in helping me think through my financial situation and find a course of action best suited to my needs. They've been most thoughtful and considerate in explaining the differences, and how things work in the US and laying out the options that I have in a way that allows me to understand the various pros and cons
