Schultz Collins

Our primary objective is to deliver valued insight and tangible solutions to meet your financial needs.

General Information
Company Name
Schultz Collins
Founded Year
1995
Location (Offices)
Orinda, United States +1
Founders / Decision Makers
Number of Employees
17
Industries
-
Funding Stage
Corporate Round
Social Media

Schultz Collins - Company Profile

Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC. As a non-discretionary advisor, we do not make investment decisions for our clients, but rather support them in making their own, well-informed, decisions, which we then carry out for them. Clients remain in control of their portfolios and are engaged in their management. We supervise portfolios for individuals and families, institutions, and retirement plans, primarily in the San Francisco Bay Area, but have clients nationwide. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to always act in the client’s best interest. The company started serving clients in 1995 and now supervises or consults on approximately $1.5 billion in client assets.

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