Laurie Marks Email & Phone Number

For almost two decades I worked in various capacities within the investment advisory business. I focused on developing, evaluating, and presenting financial and risk information to help clients, advisors and organizations make decisions. As an advisor I am driven by the challenge of working with clients on their financial journey. I enjoy partnering with clients to understand their unique picture and supporting them in making decisions that are best aligned with their specific needs and goals.At Schultz Collins, we provide investment counsel and adhere rigorously to the fiduciary standard having received national recognition for our experience with fiduciary issues. We are interested first, foremost, and always in the benefit of the client. Our clients include individual investors, retirement plans and institutional investors -trusts, foundations, endowments, and corporate accounts.Our work with clients includes retirement planning, and portfolio design, risk management, monitoring and supervision. We do not take discretion over client portfolios; rather our clients are involved with every decision.For additional information and disclosures please visit: https://schultzcollins.com/index.html

Listed skills include Financial Services, Wealth Management, Strategy, Financial Advisory, and 3 others.