Company Email Format Management

Schultz Collins

Investment Management 25 Orinda Way 16 employees

Employees: 16
Contacts: 4
Emails: 4
Phones: 2

schultzcollins.com LinkedIn

Schultz Collins Overview

Headquarters: 25 Orinda Way
Website: schultzcollins.com
Industry: Investment Management
Employees: 16
Founded: 1995
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Supervision for Individuals and Families Investment Consulting for Trusts/Endowments/Foundations Investment Supervision for Institutional Investors Investment Consulting to Retirement Plan Sponsors

About Schultz Collins

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.

Schultz Collins Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Schultz Collins Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jennifer Weir, Cfp®	Senior Advisor at Schultz Collins	San Francisco, California, United States	Email Phone
Kristor Lawson	Principal	Orinda, California, United States	Email Phone
Ken Clift	Principal and Co-chair	San Ramon, California, United States	Email
Laurie Marks	Senior Advisor at Schultz Collins	San Francisco, California, United States	Email