Schultz Collins Investment Counsel
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 right course of action.
We Deliver:
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.
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.
2024 Q4 Market Review
2025-02-07T23:12:15Schultz Collins 4th Quarter 2024 Market Review Globally, stock returns were negative for the quarter but ended the year with above average double-digit returns. The global stock market, as measured by the MSCI All Country World Index, fell by 0.89% in the quarter, but ended 2024 up 17.98%. In the U.S. market, the S&P 500 […]
2024 Q3 Market Review
2024-10-23T10:29:25Schultz Collins 3rd Quarter 2024 Market Review Globally, stocks continued higher in the quarter, possibly due to increased optimism that the Fed may be winning the war on inflation and continued momentum behind lower rates is ahead. Perhaps the news that gained the most attention was the U.S Federal Open Market Committee’s decision to ease […]
Introduction to 529 Plans
2024-09-10T11:00:06When considering how to fund higher education there are multiple options. In this video, we will provide a quick overview of 529 Plans. We will talk about what 529 Plans are, things you may want to consider before investing in a 529 Plan, and thoughts beyond funding higher education. When considering your circumstances and objectives, […]
About Schultz Collins
Our primary business is the supervision of portfolios for retirement plans, institutions, and individual investors. We supervise or consult on over $1.4 billion in client assets (as of 12/31/24). We began serving clients in January 1995.
Our principals and advisors have an average of over 25 years of investment and financial services experience. Entirely fee-based, Schultz Collins adheres rigorously to the fiduciary standard, and we’re nationally known for our deep knowledge of and experience with fiduciary issues.
SCHULTZ COLLINS
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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