SCHULTZ AND ASSOCIATES INC.

Overview

Schultz And Associates Inc. is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and structures most client relationships on a discretionary basis. Investment activity is tilted toward capital preservation and income generation: the largest concentration is in U.S. government bonds, and the firm shows a clear fixed-income preference in its allocations. Equity exposure appears to be handled primarily through pooled vehicles such as mutual funds and managed accounts rather than direct stock positions. The firm supplements core fixed-income holdings with external managers in alternative strategies. Those alternatives include allocations to hedge funds and private real estate managers, used to add diversification and potential return streams that are less correlated with public markets. Schultz And Associates relies on separately managed accounts and mutual funds as implementation tools alongside its SMA platform.

Assets & Accounts

Investments & Alternatives

Location & Offices