SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

Overview

Schultz Retirement Income Solutions, Inc. is an independent, individual-owned registered investment advisory that focuses on retirement-focused planning and portfolio management for individuals and small businesses. The firm combines fee-based financial planning with discretionary and non-discretionary portfolio management and serves a client base made up largely of individual and family relationships. Schultz Retirement Income Solutions also operates as an insurance broker and offers selection-of-other-advisers services, positioning itself to both directly manage assets and allocate capital to outside managers when appropriate. Investment preferences tilt toward public equities, with a clear bias for exchange-traded instruments. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees and fixed fees, and it uses third-party managers — including hedge fund managers — as part of its capital allocation toolkit. Schultz Retirement Income Solutions does not characterize itself as an active ESG investor and presently operates without a multistate advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices