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.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 25 Orinda Way,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- schultzcollins.com
- Keywords
- Investment Supervision for Individuals and Families, Investment Consulting for Trusts/Endowments/Foundations, Investment Supervision for Institutional Investors, Investment Consulting to Retirement Plan Sponsors.
- HQ
- Orinda, California
Schultz Collins Questions
Schultz Collins's website is schultzcollins.com
Schultz Collins's LinkedIn profile is https://www.linkedin.com/company/schultz-collins
Schultz Collins has
16 employees.
View email and phone details for 16
employees at Schultz Collins.
Schultz Collins's industry is
Investment Management
Schultz Collins's top competitors are
Carnegie Private Wealth,
Magenta Mountain Consulting,
Integerbio,
Foundation For The Carolinas,
Jackson Square Partners, Llc,
Whitewater,
Krona, Llc,
Blue Marlin Partners, Llc,
Charlesbridge Publishing,
Trigofi.
Schultz Collins's categories are Investment Management
Schultz Collins's founding year is 1995
